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Dorothy Marie Bourlier

Focus Partners Wealth, LLC

St. Louis, MO

Indian Harbour Beach, FL

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-11
  • FL RA
    APPROVED
    Since 2024-07-11

Branch Locations

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

2000 South Patrick Dr #6, Indian Harbour Beach, FL 32937 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Baldwin & Associates Indian Harbour Beach FL 01/2016 09/2020
Buckingham Strategic Wealth, Llc Clayton MO 10/2020 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 01/2016 → 09/2020
    Baldwin & Associates
    Indian Harbour Beach, FL
  • 10/2020 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2020-11-23 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Indian Harbour Beach, FL
  • 2016-03-29 → 2020-10-30
    Baldwin & Associates
    Indian Harbour Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-10
S63 Uniform Securities Agent State Law Examination 1988-11-07
  • S65 Uniform Investment Adviser Law Examination
    2016-03-10
  • S63 Uniform Securities Agent State Law Examination
    1988-11-07
Designations

View on SEC IAPD

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