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Tammy Lynn Courtney

Focus Partners Wealth, LLC

St Louis, MO

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
MO RA APPROVED 2024-07-01
TX RA APPROVED 2024-07-01
  • MO RA
    APPROVED
    Since 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-01

Branch Locations

8182 Maryland Avenue Suite 500, St Louis, MO 63105 • 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
Buckingham Strategic Wealth, Llc Clayton MO 08/2010 Present
Bam Management, Llc Clayton MO 04/2022 06/2024
The Colony Group, Llc Boston MA 07/2024 Present
  • 08/2010 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 04/2022 → 06/2024
    Bam Management, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2010-08-23 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
  • 2009-05-28 → 2010-08-16
    Morgan Keegan & Company, Llc
    St. Louis, MO
  • 2007-03-19 → 2008-01-02
    Buckingham Strategic Wealth, Llc
    St Louis, MO
  • 2004-02-18 → 2007-03-20
    Buckingham Asset Management Inc
    Clayton, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-09-14
S65 Uniform Investment Adviser Law Examination 2003-12-15
  • S63 Uniform Securities Agent State Law Examination
    2009-09-14
  • S65 Uniform Investment Adviser Law Examination
    2003-12-15
Designations

View on SEC IAPD

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