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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 2024-07-02
  • CA RA
    APPROVED
    Since 2024-07-02

Branch Locations

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

1600 South Main Street Suite 220, Walnut Creek, CA 94596 • 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
Buckingham Strategic Partners San Jose CA 12/2013 08/2021
Foreside Financial Services, Llc Sacramento CA 10/2018 08/2021
Buckingham Strategic Wealth, Llc Clayton MO 08/2021 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 12/2013 → 08/2021
    Buckingham Strategic Partners
    San Jose, CA
  • 10/2018 → 08/2021
    Foreside Financial Services, Llc
    Sacramento, CA
  • 08/2021 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2022-08-22 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-22
S63 Uniform Securities Agent State Law Examination 2001-06-08
  • S65 Uniform Investment Adviser Law Examination
    2022-08-22
  • S63 Uniform Securities Agent State Law Examination
    2001-06-08
Other Names
  • Tanette Carmona

View on SEC IAPD

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