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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merriman Wealth Management, Llc | Seattle | WA | 09/2023 | 02/2025 |
| The Hagen Firm, Pllc | Edmonds | WA | 12/2020 | 09/2023 |
| Paccar Parts | Renton | WA | 06/2022 | 09/2022 |
| Port Ludlow Golf Course | Port Ludlow | WA | 08/2019 | 10/2021 |
| University Of Washington | Seattle | WA | 12/2022 | 06/2023 |
| University Of Washington | Seattle | WA | 09/2018 | 06/2023 |
| Crosspoint Academy | Bremerton | WA | 09/2012 | 06/2018 |
| Focus Partners Wealth, Llc | St. Louis | MO | 02/2025 | Present |
University of Washington Non-investment related 1400 NE Campus Pkwy, Seattle, WA 98195 College course teaching principles of Asset Management, both retail and institutional Teaching Assistant for Finance Department Grader 11/1/2023 1 hour monthly 0 hours during securities trading hours Grading 1-2 homework assignments and exams each quarter for an Asset Management class. Not employed directly by the University of Washington, but rather paid by professor Michael Thomas, CFA, for my time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-06 |
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