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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-07-08
  • TN RA
    APPROVED
    Since 2024-07-08

Branch Locations

8 Cadillac Drive Suite 160, Brentwood, TN 37027 • 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
Trustcore Financial Brentwood TN 01/2006 11/2018
Horne Wealth Advisors, Llc Jackson MS 12/2018 06/2019
Buckingham Asset Management, Llc Clayton MO 07/2019 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 01/2006 → 11/2018
    Trustcore Financial
    Brentwood, TN
  • 12/2018 → 06/2019
    Horne Wealth Advisors, Llc
    Jackson, MS
  • 07/2019 → Present
    Buckingham Asset Management, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2019-08-28 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Brentwood, TN
  • 2018-12-14 → 2019-08-15
    Horne Wealth Advisors, Llc
    Ridgeland, MS
    Brentwood, TN
  • 2006-01-10 → 2018-11-29
    Trustcore Financial Services, Llc
    Brentwood, TN
  • 2005-09-01 → 2005-12-21
    Amsouth Investment Management Company Llc
    Nashville, TN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-01-03
  • S63 Uniform Securities Agent State Law Examination
    2001-01-03
Designations

View on SEC IAPD

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