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Alfredo Miguel Mesa

Focus Partners Wealth, LLC

Atlanta, GA

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
GA RA APPROVED 2024-07-02
TX RA APPROVED 2024-07-01
  • GA RA
    APPROVED
    Since 2024-07-02
  • TX RA
    APPROVED
    Since 2024-07-01

Branch Locations

3535 Piedmont Road Ne Building 14-500, Atlanta, GA 30305 • 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
Mesa Financial Group, Llc Atlanta GA 08/2012 02/2024
Buckingham Strategic Wealth, Llc Clayton MO 02/2024 06/2024
Focus Partners Wealth, Llc Clayton MO 07/2024 Present
  • 08/2012 → 02/2024
    Mesa Financial Group, Llc
    Atlanta, GA
  • 02/2024 → 06/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    Focus Partners Wealth, Llc
    Clayton , MO
Previous Registrations
  • 2024-02-27 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Atlanta, GA
    St Louis, MO
  • 2012-08-28 → 2024-02-27
    Mesa Financial Group, Llc
    Atlanta, GA
  • 2003-07-23 → 2012-09-04
    Woodbury Financial Services, Inc.
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
  • 2003-07-15 → 2005-12-14
    Private Client Services, Llc
    Louisville, KY
  • 2003-04-23 → 2003-07-16
    1717 Capital Management Company
    Atlanta , GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-03-25
S63 Uniform Securities Agent State Law Examination 2002-11-18
  • S65 Uniform Investment Adviser Law Examination
    2003-03-25
  • S63 Uniform Securities Agent State Law Examination
    2002-11-18
Designations
Other Names
  • Fredo Mesa

View on SEC IAPD

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RBC CAPITAL MARKETS, LLC · Atlanta, GA
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