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Inactive

Jerry Allen Slone

Focus Partners Wealth, LLC

Charleston, WV

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
WV RA APPROVED 2024-07-08
  • WV RA
    APPROVED
    Since 2024-07-08

Branch Locations

101 Washington Street East Suite 120, Charleston, WV 25301 • 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
Arnett Carbis Toothman Wealth Advisors Llc Charleston WV 09/2006 06/2018
Buckingham Asset Management, Llc. Clayton MO 07/2018 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 09/2006 → 06/2018
    Arnett Carbis Toothman Wealth Advisors Llc
    Charleston, WV
  • 07/2018 → Present
    Buckingham Asset Management, Llc.
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2018-08-06 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Charleston, WV
    St Louis, MO
  • 2006-10-06 → 2018-08-21
    Arnett Carbis Toothman Wealth Advisors Llc
    Charleston, WV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-24
  • S66 Uniform Combined State Law Examination
    2004-08-24

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHARLESTON, WV
MORGAN STANLEY · CHARLESTON, WV
THE HUNTINGTON INVESTMENT COMPANY · CHARLESTON, WV
RBC CAPITAL MARKETS, LLC · CHARLESTON, WV
AMERIPRISE FINANCIAL SERVICES, LLC · Charleston, WV
J. W. COLE ADVISORS, INC. · CHARLESTON, WV
JACOBS & COMPANY · CHARLESTON, WV
NTV ASSET MANAGEMENT, LLC · CHARLESTON, WV

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