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Timothy Mark Wochok

Focus Partners Wealth, LLC

St. Louis, MO

Walnut Creek, CA

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

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

Branch Locations

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

1600 South Main Suite 220, Walnut Creek, CA 94596 • 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
Loring Ward Holdings, Inc San Jose CA 04/2008 11/2018
The Wealth Management Alliance Llc Charleston SC 10/2013 11/2018
Foreside Financial Services, Llc San Jose CA 10/2018 09/2019
Loring Ward Financial Inc San Jose CA 10/2018 11/2018
Bam Advisor Services, Llc. D/B/A Loring Ward Clayton MO 12/2018 09/2019
Buckingham Asset Management, Llc Clayton MO 10/2019 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 04/2008 → 11/2018
    Loring Ward Holdings, Inc
    San Jose, CA
  • 10/2013 → 11/2018
    The Wealth Management Alliance Llc
    Charleston, SC
  • 10/2018 → 09/2019
    Foreside Financial Services, Llc
    San Jose, CA
  • 10/2018 → 11/2018
    Loring Ward Financial Inc
    San Jose, CA
  • 12/2018 → 09/2019
    Bam Advisor Services, Llc. D/B/A Loring Ward
    Clayton, MO
  • 10/2019 → Present
    Buckingham Asset Management, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2019-10-01 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Walnut Creek, CA
    St Louis, MO
  • 2019-01-08 → 2019-10-01
    Focus Advisor Solutions, Llc
    San Jose, CA
    St. Louis, MO
  • 2011-02-04 → 2019-01-08
    Lwi Financial Inc.
    San Jose, CA
  • 2013-11-08 → 2019-01-08
    The Wealth Management Alliance Llc
    San Jose, CA
    San Jose, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-10-24
  • S63 Uniform Securities Agent State Law Examination
    2006-10-24
Designations
Other Names
  • Timothy Wochok

View on SEC IAPD

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