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Aaron David Grey

Focus Partners Wealth, LLC

Denver, CO

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-07-01
  • CO RA
    APPROVED
    Since 2024-07-01

Branch Locations

1601 Wewatta Street Ste 875, Denver, CO 80202 • 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 01/2016 Present
Bam Management, Llc Clayton MO 10/2021 06/2024
The Colony Group, Llc Boston MA 07/2024 Present
  • 01/2016 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 10/2021 → 06/2024
    Bam Management, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2016-02-03 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Denver, CO
    St Louis, MO
  • 2005-03-30 → 2016-01-19
    Denver Money Manager, Llc
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-29
  • S66 Uniform Combined State Law Examination
    2005-03-29
Designations

View on SEC IAPD

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Other Offices

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MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
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