Best Investors Account Sign in
Inactive

Mark Leslie Smith

Focus Partners Wealth, LLC

Bourbonnais, IL

St. Louis, MO

Claim This Profile
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
TX RA APPROVED 2024-07-01
  • IL RA
    APPROVED
    Since 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-01

Branch Locations

1605 North Convent Street, Bourbonnais, IL 60914 • 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 Strategic Wealth, Llc Clayton MO 04/2016 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 04/2016 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2016-04-01 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Bourbonnais, IL
    St Louis, MO
  • 1998-07-22 → 2016-03-31
    Solutions For Wealth Management, Llc
    Bourbonnais, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-29
  • S65 Uniform Investment Adviser Law Examination
    1997-09-29
Designations

View on SEC IAPD

Other Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
HIGHPOINT PLANNING PARTNERS
THRIVENT INVESTMENT MANAGEMENT INC.
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

DONNA GALE WASCHER
SUSAN KATHLEEN FELLER
JASON NICHOLAS SOUCIE
JOSEPH MICHAEL ROMARY
BRIAN KENT HASBARGEN
STEVEN JAY ORTMAN
ALEX LEISER
Nicholas Adam Bufford

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BOURBONNAIS, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Bourbonnais, IL
AMERIPRISE FINANCIAL SERVICES, LLC · BOURBONNAIS, IL
LPL FINANCIAL LLC · BOURBONNAIS, IL
HIGHPOINT PLANNING PARTNERS · BOURBONNAIS, IL
THRIVENT INVESTMENT MANAGEMENT INC. · Bourbonnais, IL
LPL ENTERPRISE, LLC · BRADLEY, IL
CETERA INVESTMENT ADVISERS LLC · BOURBONNAIS, IL

More in Bourbonnais, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor