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Alan Mark Schapire

Focus Partners Wealth, LLC

Wayne, PA

St. Louis, MO

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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
  • PA RA
    APPROVED
    Since 2024-07-01

Branch Locations

100 West Lancaster Ave Suite 105, Wayne, PA 19087 • 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
Convergent Financial Strategies Llc Media PA 10/2014 01/2023
Buckingham Strategic Wealth, Llc Clayton MO 02/2023 06/2024
Focus Partners Wealth, Llc Clayton MO 07/2024 Present
  • 10/2014 → 01/2023
    Convergent Financial Strategies Llc
    Media, PA
  • 02/2023 → 06/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    Focus Partners Wealth, Llc
    Clayton, MO
Previous Registrations
  • 2023-02-24 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Plymouth Meeting, PA
    St Louis, MO
  • 2011-11-16 → 2023-02-24
    Convergent Financial Strategies Llc
    Plymouth Meeting, PA
  • 2007-11-16 → 2008-12-22
    Adviceoverweb
    Wilmington, DE
Designations

View on SEC IAPD

Other Firms

ADDIS & HILL, INCORPORATED
CHARLES SCHWAB & CO., INC.
PNC WEALTH MANAGEMENT LLC
HORNOR, TOWNSEND & KENT, LLC
TODOROW CAPITAL PARTNERS LLC
HARVEST FUND ADVISORS LLC
ACT CAPITAL MANAGEMENT, LLC
THE ASCENT GROUP, LLC

Other Investors

JUSTIN J HILL
Kelly F Bashore
KENT RUSSELL ADDIS
Flynn Michael Ryan
DANIEL BROOKS
PETER MASTROMARCO
KENNETH WAYNE LISKEY
Colleen Maura Lotto

Other Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA
CHARLES SCHWAB & CO., INC. · Wayne, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA
HORNOR, TOWNSEND & KENT, LLC · WAYNE, PA
TODOROW CAPITAL PARTNERS LLC · WAYNE, PA
HARVEST FUND ADVISORS LLC · WAYNE, PA
ACT CAPITAL MANAGEMENT, LLC · WAYNE, PA
THE ASCENT GROUP, LLC · WAYNE, PA

More in Wayne, PA

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