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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2024-07-18
TX RA APPROVED 2024-07-11
  • WV RA
    APPROVED
    Since 2024-07-18
  • TX RA
    APPROVED
    Since 2024-07-11

Branch Locations

101 Washington St E Ste 120, Charleston, WV 25301 • 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
A&F Insurance Advisors Llc Charleston WV 04/2009 06/2018
A&F Financial Holdings Llc Charleston WV 01/2007 12/2022
Arnett Carbis Toothman Wealth Advisors Llc Charleston WV 01/2015 06/2018
Buckingham Strategic Wealth, Llc Clayton MO 07/2018 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 04/2009 → 06/2018
    A&F Insurance Advisors Llc
    Charleston, WV
  • 01/2007 → 12/2022
    A&F Financial Holdings Llc
    Charleston, WV
  • 01/2015 → 06/2018
    Arnett Carbis Toothman Wealth Advisors Llc
    Charleston, WV
  • 07/2018 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2018-08-01 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Charleston, WV
    St Louis, MO
  • 2005-08-23 → 2018-08-21
    Arnett Carbis Toothman Wealth Advisors Llc
    Charleston, WV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-15
  • S66 Uniform Combined State Law Examination
    2000-09-15
Designations

View on SEC IAPD

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