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Patrick Joseph Walsh

Focus Partners Wealth, LLC

Cincinnati, OH

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
OH RA APPROVED 2024-07-01
  • OH RA
    APPROVED
    Since 2024-07-01

Branch Locations

8044 Montgomery Road Suite 163, Cincinnati, OH 45236 • 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
Oxford Financial Partners Cincinnati OH 04/2016 01/2023
Buckingham Strategic Wealth, Llc Clayton MO 02/2023 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 04/2016 → 01/2023
    Oxford Financial Partners
    Cincinnati, OH
  • 02/2023 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-02-24 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Cincinnati, OH
  • 2016-05-02 → 2023-02-24
    Oxford Financial Partners
    Cincinnati, OH
  • 2011-06-10 → 2016-05-03
    Osaic Fa, Inc.
    Cincinnati, OH
    Cincinnati, OH
    Cincinnati, OH
  • 2008-01-16 → 2010-08-06
    Mml Investors Services, Llc
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-23
  • S66 Uniform Combined State Law Examination
    2011-05-23
Designations
Other Names
  • Patrick Walsh

View on SEC IAPD

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Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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