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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

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

Branch Locations

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

1240 Winnowing Way Suite 102, Mount Pleasant, SC 29466 • 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
Main Street Financial Solutions, Llc Pennington NJ 05/2011 03/2019
Buckingham Strategic Wealth,Llc Clayton MO 04/2019 Present
Bam Management, Llc Clayton MO 01/2021 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 05/2011 → 03/2019
    Main Street Financial Solutions, Llc
    Pennington, NJ
  • 04/2019 → Present
    Buckingham Strategic Wealth,Llc
    Clayton, MO
  • 01/2021 → Present
    Bam Management, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2019-04-10 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Mount Pleasant, SC
    St Louis, MO
  • 2011-05-04 → 2019-07-29
    Main Street Financial Solutions, Llc
    Mt. Pleasant, SC
    Newtown, PA
    Mt. Pleasant, SC
  • 2009-09-30 → 2011-05-02
    New Providence, NJ
Designations

View on SEC IAPD

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