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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-07-01
  • IL RA
    APPROVED
    Since 2024-07-01

Branch Locations

500 Lake Cook Road Suite 350, Deerfield, IL 60015 • 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
Buckingham Asset Management, Llc. Clayton MO 01/2018 Present
Stevens Wealth Management Deerfield IL 09/2015 12/2017
The Colony Group, Llc Boston MA 07/2024 Present
  • 01/2018 → Present
    Buckingham Asset Management, Llc.
    Clayton, MO
  • 09/2015 → 12/2017
    Stevens Wealth Management
    Deerfield, IL
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2018-02-13 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Deerfield, IL
    St Louis, MO
  • 1999-05-19 → 2015-09-30
    Gofen And Glossberg, L.L.C.
    Chicago, IL
Designations

View on SEC IAPD

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