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Rebecca Jean Verr

Focus Partners Wealth, LLC

Scottsdale, AZ

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-06-19
  • AZ RA
    APPROVED
    Since 2024-06-19

Branch Locations

14851 N. Scottsdale Road Suite 105, Scottsdale, AZ 85254 • 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
Lincoln Heritage Life Insurance Phoenix AZ 05/2014 03/2018
Charles Schwab & Co., Inc. Scottsdale AZ 08/2018 08/2022
Keller Williams Phoenix AZ 03/2018 08/2018
Discover Financial Services Phoenix AZ 07/2018 08/2018
Charles Schwab Bank Scottsdale AZ 11/2019 08/2022
Ashton Thomas Private Wealth Scottsdale AZ 08/2022 01/2023
M. S. Howells & Co. Scottsdale AZ 10/2022 01/2023
Focus Partners Wealth, Llc St. Louis MO 05/2024 Present
Interocean Capital Group, Llc Scottsdale AZ 02/2023 04/2024
  • 05/2014 → 03/2018
    Lincoln Heritage Life Insurance
    Phoenix, AZ
  • 08/2018 → 08/2022
    Charles Schwab & Co., Inc.
    Scottsdale, AZ
  • 03/2018 → 08/2018
    Keller Williams
    Phoenix, AZ
  • 07/2018 → 08/2018
    Discover Financial Services
    Phoenix, AZ
  • 11/2019 → 08/2022
    Charles Schwab Bank
    Scottsdale, AZ
  • 08/2022 → 01/2023
    Ashton Thomas Private Wealth
    Scottsdale, AZ
  • 10/2022 → 01/2023
    M. S. Howells & Co.
    Scottsdale, AZ
  • 05/2024 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
  • 02/2023 → 04/2024
    Interocean Capital Group, Llc
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-21
S63 Uniform Securities Agent State Law Examination 2019-11-06
  • S66 Uniform Combined State Law Examination
    2021-04-21
  • S63 Uniform Securities Agent State Law Examination
    2019-11-06
Other Names
  • Rebecca Jean Freyberg
  • Rebecca J Freyberg
  • Rebecca J Verr
  • Rebecca Jean Freyberg
  • Rebecca Jean Verr

View on SEC IAPD

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