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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-07-02
  • GA RA
    APPROVED
    Since 2024-07-02

Branch Locations

3535 Piedmont Road Ne Building 14-500, Atlanta , GA 30305 • 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
Mccormack Financial Planning Inc. Atlanta GA 06/2007 04/2024
Dempsey Lord Smith, Llc Rome GA 01/2014 04/2024
Mccormack Financial Planning Inc. Atlanta GA 03/2024 04/2024
Buckingham Strategic Wealth, Llc Clayton MO 04/2024 06/2024
Focus Partners Wealth, Llc Clayton MO 07/2024 Present
  • 06/2007 → 04/2024
    Mccormack Financial Planning Inc.
    Atlanta, GA
  • 01/2014 → 04/2024
    Dempsey Lord Smith, Llc
    Rome, GA
  • 03/2024 → 04/2024
    Mccormack Financial Planning Inc.
    Atlanta, GA
  • 04/2024 → 06/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    Clayton, MO
Previous Registrations
  • 2024-05-02 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-04
  • S66 Uniform Combined State Law Examination
    2021-11-04
Designations
Other Names
  • Stephanie Bowden

View on SEC IAPD

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