James Michael Knight

Current Employers

Focus Partners Wealth, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-05-02

CA RA
APPROVED

Since 2025-05-02

Branch Locations

1646 N. California Blvd. Suite 320, Walnut Creek, CA 94596 • 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

Organization	City	State	From	To
Vista Wealth Management	San Francisco	CA	01/2005	07/2018
Adero Partners, Llc	Pleasanton	CA	08/2018	Present
Focus Partners Wealth, Llc	Boston	MA	05/2025	Present

01/2005 → 07/2018

Vista Wealth Management

San Francisco, CA
08/2018 → Present

Adero Partners, Llc

Pleasanton, CA
05/2025 → Present

Focus Partners Wealth, Llc

Boston, MA

Previous Registrations

2018-08-14 → 2025-06-27

Adero Partners, Llc

Palo Alto, CA

Walnut Creek, CA
2005-01-18 → 2018-08-13

Vista Wealth Management, Llc

Palo Alto, CA

Pleasanton, CA

Palo Alto, CA
2002-11-15 → 2005-01-11

The Portola Group Inc

Menlo Park, CA

Other Businesses

Vista Venture Partners Investment Related 1646 N. California Blvd. Suite 320, Walnut Creek, CA 94596 Investments Member May 15, 2014 no hours investor

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-06-27
S65	Uniform Investment Adviser Law Examination	2002-11-14

S63 Uniform Securities Agent State Law Examination

2011-06-27
S65 Uniform Investment Adviser Law Examination

2002-11-14

View on SEC IAPD

Current Employers

Focus Partners Wealth, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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