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John Bradley Rodgers

Focus Partners Wealth, LLC

Daytona Beach, FL

CRD 2969404

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Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-14
  • FL RA
    APPROVED
    Since 2025-07-14

Branch Locations

Daytona Beach, FL • 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
Churchill Management Group Los Angeles CA 03/2012 Present
Focus Partners Wealth, Llc Boston MA 07/2025 Present
Previous Registrations
  • 2012-03-05 → 2025-09-23
    Churchill Management Group
    Canton, GA
    Spring City, TN
    Daytona Beach, FL
  • 2005-05-13 → 2012-03-20
    Td Ameritrade, Inc.
    Alpharetta, GA
    Roswell, GA
  • 2006-04-27 → 2012-03-20
    Td Ameritrade Investment Management, Llc
    Roswell, GA
  • 1998-04-02 → 2004-07-16
    FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-02
S63 Uniform Securities Agent State Law Examination 1998-03-31
  • S66 Uniform Combined State Law Examination
    2005-05-02
  • S63 Uniform Securities Agent State Law Examination
    1998-03-31
Other Names
  • Brad Rodgers
  • J. Brad Rodgers

View on SEC IAPD

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