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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

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

Branch Locations

661 Sunnybrook Road Suite 330, Ridgeland, MS 39157 • 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
Horne Llp Ridgeland MS 09/2010 02/2018
Horne Wealth Advisors, Llc Ridgeland MS 09/2014 02/2018
Horne Wealth Advisors, Llc Ridgeland MS 02/2018 06/2019
Horne Llp Ridgeland MS 02/2018 06/2019
Buckingham Strategic Wealth, Llc Clayton MO 07/2019 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 09/2010 → 02/2018
    Horne Llp
    Ridgeland, MS
  • 09/2014 → 02/2018
    Horne Wealth Advisors, Llc
    Ridgeland, MS
  • 02/2018 → 06/2019
    Horne Wealth Advisors, Llc
    Ridgeland, MS
  • 02/2018 → 06/2019
    Horne Llp
    Ridgeland, MS
  • 07/2019 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2019-08-15 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Ridgeland, MS
  • 2015-02-13 → 2019-08-15
    Horne Wealth Advisors, Llc
    Ridgeland, MS
    Jackson, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-13
  • S65 Uniform Investment Adviser Law Examination
    2015-02-13

View on SEC IAPD

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