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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-07-02
TX RA APPROVED 2024-07-01
  • NE RA
    APPROVED
    Since 2024-07-02
  • TX RA
    APPROVED
    Since 2024-07-01

Branch Locations

4501 South 86Th Street, Lincoln, NE 68526 • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • 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
Lpl Financial, Llc Lincoln NE 06/2014 03/2017
Lpl Financial Llc Lincoln NE 06/2014 03/2017
Executive Wealth Management Lincoln NE 10/2015 03/2017
Buckingham Strategic Wealth, Llc St. Louis MO 04/2017 Present
The Colony Group Boston MA 07/2024 Present
  • 06/2014 → 03/2017
    Lincoln, NE
  • 06/2014 → 03/2017
    Lincoln, NE
  • 10/2015 → 03/2017
    Executive Wealth Management
    Lincoln, NE
  • 04/2017 → Present
    Buckingham Strategic Wealth, Llc
    St. Louis, MO
  • 07/2024 → Present
    The Colony Group
    Boston, MA
Previous Registrations
  • 2017-04-19 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    Lincoln, NE
    St Louis, MO
    Lincoln, NE
  • 2015-11-18 → 2017-04-19
    Executive Wealth Management
    Lincoln, NE
  • 2014-06-11 → 2016-02-04
    Lincoln, NE
  • 2002-05-07 → 2014-06-20
    Lincoln, NE
    Omaha, NE
    Lincoln, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-04-03
  • S66 Uniform Combined State Law Examination
    2001-04-03
Designations

View on SEC IAPD

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