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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-11-19 |
Branch Locations
190 Carondelet Plaza Suite 600, Saint Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 04/2024 | 11/2025 |
| Bristol's | O'FAllon | MO | 04/2016 | 07/2017 |
| Leaffilter | Maryland Heights | MO | 07/2017 | 03/2020 |
| Unemployed | Unemployed | MO | 03/2020 | 07/2020 |
| Leaffilter | Maryland Heights | MO | 07/2020 | 12/2023 |
| Unemployed | Unemployed | MO | 12/2023 | 04/2024 |
| University Of Missouri - St. Louis | St. Louis | MO | 08/2016 | 08/2020 |
| Bank Of America, N.A. | Clayton | MO | 06/2024 | 11/2025 |
| Focus Partners Wealth, Llc | Boston | MA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-16 |
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