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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-11 |
Branch Locations
Two Towne Square Suite 800, Southfield, MI 48076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jerrys Ace Hardware | Southgate | MI | 03/2019 | 08/2024 |
| Suburban Softwash Llc | Northville | MI | 04/2023 | 04/2024 |
| Jackson Insurance | East Lansing | MI | 09/2023 | 03/2025 |
| Bussa Financial | Southfield | MI | 06/2024 | 01/2025 |
| Detroit Catholic Central High School | Novi | MI | 08/2017 | 08/2021 |
| Our Lady Of Victory Middle School | Northville | MI | 08/2014 | 08/2017 |
| Kovitz Investment Group Partners, Llc | Southfield | MI | 07/2025 | Present |
| Michigan State University | East Lansing | MI | 08/2021 | 05/2025 |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
Owner of Suburban Softwash LLC - Position: CEO Active in April 2023 and did business until September 2023. Have not conducted business since and do not plan to, but still hold LLC title. Address: 15975 Pine Valley Dr., Northville, MI Business is not investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-06 |
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