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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bordeaux Wealth Advisors | Kirkland | WA | 01/2024 | 07/2025 |
| University Of Washington | Seattle | WA | 09/2020 | 12/2023 |
| Bordeaux Wealth Advisors | Kirkland | WA | 06/2023 | 09/2023 |
| Cornerstone General Contractors | Bothell | WA | 07/2022 | 06/2023 |
| Ymca Of Greater Seattle | Bothell | WA | 09/2018 | 03/2024 |
| Leota Middle School | Woodinville | WA | 09/2016 | 06/2020 |
| Focus Partners Wealth, Llc | St. Louis | MO | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-16 |
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