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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-07-01
TX RA APPROVED 2024-07-01
  • MI RA
    APPROVED
    Since 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-01

Branch Locations

31700 Middlebelt Rd Suite 130, Farmington Hills, MI 48334 • 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
Wasserman Wealth Management, Llc Farmington Hills MI 11/2000 03/2024
Wasserman & Rybak, Pllc Farmington Hills MI 07/2008 Present
Buckingham Strategic Wealth, Llc Clayton MO 03/2024 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 11/2000 → 03/2024
    Wasserman Wealth Management, Llc
    Farmington Hills, MI
  • 07/2008 → Present
    Wasserman & Rybak, Pllc
    Farmington Hills, MI
  • 03/2024 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2024-03-27 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Farmington Hills, MI
    St Louis, MO
  • 2010-05-03 → 2024-03-27
    Wasserman Wealth Management, Llc
    Farmington Hills, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-03
  • S65 Uniform Investment Adviser Law Examination
    2010-03-03
Designations

View on SEC IAPD

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