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Corey Eugene Altman

Focus Partners Wealth, LLC

St. Louis, MO

New Castle, PA

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

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

Branch Locations

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

2599 Wilmington Road Suite 100, New Castle, PA 16105 • 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 Financial Advisors Llc Charleston WV 01/2015 06/2018
Arnett Carbis Toothman Llp Charleston WV 01/2015 06/2018
Buckingham Asset Management, Llc. Clayton MO 07/2018 Present
The Colony Group, Llc Boston MO 07/2024 Present
  • 01/2015 → 06/2018
    A&F Financial Advisors Llc
    Charleston, WV
  • 01/2015 → 06/2018
    Arnett Carbis Toothman Llp
    Charleston, WV
  • 07/2018 → Present
    Buckingham Asset Management, Llc.
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MO
Previous Registrations
  • 2018-08-01 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    New Castle, PA
    St Louis, MO
  • 2015-01-05 → 2018-08-21
    Arnett Carbis Toothman Wealth Advisors Llc
    New Castle, PA
  • 2013-03-07 → 2015-03-27
    Opis Asset Management Llc
    New Castle, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-06
  • S65 Uniform Investment Adviser Law Examination
    2013-03-06
Designations

View on SEC IAPD

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