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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

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

Branch Locations

420 W 98Th Street, Kansas City, MO 64114 • 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
Massmutual Life Insurance Co Chesterfield MO 11/2015 04/2019
Mml Investors Services, Llc Chesterfield MO 12/2015 04/2019
Atalante Advisors Fenton MO 07/2015 04/2019
Buckingham Strategic Wealth, Llc Clayton MO 04/2019 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 11/2015 → 04/2019
    Massmutual Life Insurance Co
    Chesterfield, MO
  • 12/2015 → 04/2019
    Chesterfield, MO
  • 07/2015 → 04/2019
    Atalante Advisors
    Fenton, MO
  • 04/2019 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-24
S63 Uniform Securities Agent State Law Examination 2013-05-17
  • S65 Uniform Investment Adviser Law Examination
    2014-11-24
  • S63 Uniform Securities Agent State Law Examination
    2013-05-17
Designations

View on SEC IAPD

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