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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-12-24 |
Branch Locations
500 Lake Cook Road Suite 205, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forum Financial Management, Lp | Houston | TX | 08/2023 | 08/2024 |
| General Motors | Detroit | MI | 07/2013 | 07/2023 |
| The Mather Group, Llc | Chicago | IL | 09/2024 | 12/2025 |
| Focus Partners Wealth, Llc | St. Louis | MO | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-15 |
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