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Eric Jason Kohlmeister

Focus Advisor Solutions, LLC

St. Louis, MO

South San Francisco, CA

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Current Employers
Focus Advisor Solutions, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-12-13
  • CA RA
    APPROVED
    Since 2018-12-13

Branch Locations

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

South San Francisco, CA • 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 San Diego CA 02/2015 04/2017
The Financial Services Network San Mateo CA 06/2015 04/2017
Giordano Wealth Management San Mateo CA 08/2015 04/2017
Strategic Wealth Advisors Group, Llc San Mateo CA 07/2016 04/2017
Foreside Financial Services, Llc San Jose CA 10/2018 09/2020
Buckingham Strategic Partners Clayton MO 12/2018 Present
Loring Ward Holdings, Inc San Jose CA 04/2017 11/2018
  • 02/2015 → 04/2017
    Lpl Financial, Llc
    San Diego, CA
  • 06/2015 → 04/2017
    The Financial Services Network
    San Mateo, CA
  • 08/2015 → 04/2017
    Giordano Wealth Management
    San Mateo, CA
  • 07/2016 → 04/2017
    Strategic Wealth Advisors Group, Llc
    San Mateo, CA
  • 10/2018 → 09/2020
    Foreside Financial Services, Llc
    San Jose, CA
  • 12/2018 → Present
    Buckingham Strategic Partners
    Clayton, MO
  • 04/2017 → 11/2018
    Loring Ward Holdings, Inc
    San Jose, CA
Previous Registrations
  • 2017-04-26 → 2018-12-13
    Lwi Financial Inc.
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-13
S63 Uniform Securities Agent State Law Examination 2004-02-20
  • S66 Uniform Combined State Law Examination
    2015-08-13
  • S63 Uniform Securities Agent State Law Examination
    2004-02-20
Other Names
  • Eric Kohlmeister
  • Eric Jason Kohlmeister
  • Eric J Kohlmeister

View on SEC IAPD

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