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James Patrick Cooney

Focus Partners Wealth, LLC

Phoenix, 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 2024-09-05
  • AZ RA
    APPROVED
    Since 2024-09-05

Branch Locations

2200 E. Camelback Road Suite 130, Phoenix, AZ 85016 • 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
Empirical Wealth Management Irvine CA 04/2018 12/2018
Stellar Capital Management Phoenix AZ 01/2017 03/2018
Grand Canyon University Phoenix AZ 05/2016 01/2017
Stellar Capital Management, Llc Phoenix AZ 01/2019 08/2020
Hoylecohen, Llc Phoenix AZ 09/2020 Present
The Colony Group, Llc Boston MA 09/2024 Present
  • 04/2018 → 12/2018
    Empirical Wealth Management
    Irvine, CA
  • 01/2017 → 03/2018
    Stellar Capital Management
    Phoenix, AZ
  • 05/2016 → 01/2017
    Grand Canyon University
    Phoenix, AZ
  • 01/2019 → 08/2020
    Stellar Capital Management, Llc
    Phoenix, AZ
  • 09/2020 → Present
    Hoylecohen, Llc
    Phoenix, AZ
  • 09/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2020-12-24 → 2024-11-21
    Hoylecohen, Llc
    San Diego, CA
    Phoenix, AZ
  • 2019-07-01 → 2020-10-02
    Stellar Capital Management Llc
    Phoenix, AZ
  • 2018-05-03 → 2018-12-10
    Empirical Wealth Management
    Irvine, CA
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-03
S63 Uniform Securities Agent State Law Examination 2013-05-17
  • S65 Uniform Investment Adviser Law Examination
    2018-05-03
  • S63 Uniform Securities Agent State Law Examination
    2013-05-17

View on SEC IAPD

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Other Offices

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
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