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Scott Matthew Perkins

Focus Partners Wealth, LLC

Tustin, 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 2025-07-01
  • CA RA
    APPROVED
    Since 2025-07-01

Branch Locations

12711 Newport Ave Unit D, Tustin, CA 92780 • 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
Churchill Management Group Los Angeles CA 02/2014 Present
Focus Partners Wealth, Llc Boston MA 07/2025 Present
Previous Registrations
  • 2014-02-28 → 2025-09-23
    Churchill Management Group
    North Tustin, CA
  • 2013-11-14 → 2014-02-18
    Cetera Wealth Services, Llc
    Seal Beach, CA
  • 2011-04-26 → 2013-08-19
    Ronald Blue & Co., Llc
    Santa Ana, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-01-14
S65 Uniform Investment Adviser Law Examination 2011-04-21
  • S63 Uniform Securities Agent State Law Examination
    2014-01-14
  • S65 Uniform Investment Adviser Law Examination
    2011-04-21
Designations

View on SEC IAPD

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TU ANH TRAN
CHRISTOPHER KEYS
BHOOPINDER SINGH KOHLI
ANDREW ALAN HOLDEN
GILBERT LANCE TALBERT
STEPHEN CHRISTOPHER CLIFFORD
JOHN ERIC SEEL

Other Offices

RMR CAPITAL MANAGEMENT LLC · TUSTIN, CA
CROSSPOINT FINANCIAL, LLC · TUSTIN, CA
EQUITABLE ADVISORS, LLC · TUSTIN, CA
KFICO, LLC REGISTERED INVESTMENT ADVISOR · TUSTIN, CA
CAPITAL SYNERGY PARTNERS · IRVINE, CA
LPL FINANCIAL LLC · IRVINE, CA
PARK AVENUE SECURITIES LLC · IRVINE, CA
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · Irvine, CA

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