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Adam Gregory Yofan

Focus Partners Wealth, LLC

St. Louis, MO

Pittsburgh, PA

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-07-01
TX RA APPROVED 2024-07-01
  • PA RA
    APPROVED
    Since 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-01

Branch Locations

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

Pittsburgh, PA • 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 Pittsburgh PA 08/2005 12/2018
Alpern Wealth Management, Llc Pittsburgh PA 08/2012 12/2018
Buckingham Strategic Wealth, Llc Clayton MO 01/2019 Present
Bam Management, Llc Clayton MO 07/2019 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 08/2005 → 12/2018
    Lpl Financial, Llc
    Pittsburgh, PA
  • 08/2012 → 12/2018
    Alpern Wealth Management, Llc
    Pittsburgh, PA
  • 01/2019 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2019 → Present
    Bam Management, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2019-03-12 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Pittsburgh, PA
    St Louis, MO
    Pittsburgh, PA
  • 2012-09-25 → 2019-02-19
    Alpern Wealth Management, Llc
    Pittsburgh, PA
  • 2005-09-19 → 2013-03-27
    Lpl Financial Llc
    Pittsburgh, PA
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-07-18
S63 Uniform Securities Agent State Law Examination 2001-06-27
  • S65 Uniform Investment Adviser Law Examination
    2001-07-18
  • S63 Uniform Securities Agent State Law Examination
    2001-06-27
Other Names
  • Adam Gregory Yofan

View on SEC IAPD

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