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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-18 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Partners Wealth, Llc | St. Louis | MO | 09/2023 | Present |
| The Bailwick Club | Greenwich | CT | 05/2016 | 08/2020 |
| Craft Beer Ny | New Paltz | NY | 05/2022 | 07/2022 |
| Greenwich High School | Greenwich | CT | 09/2015 | 05/2019 |
| Villanova University | Bryn Mawr | PA | 09/2019 | 05/2023 |
| Unemployed | Greenwich | CT | 05/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-20 |
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