Best Investors Account Sign in
Inactive

Gregory Michael Lanier

Focus Partners Wealth, LLC

St. Louis, MO

Southlake, TX

Claim This Profile
Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-02
  • TX RA
    APPROVED
    Since 2024-07-02

Branch Locations

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

1900 W. Kirkwood Blvd Suite 2500C, Southlake, TX 76092 • 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
Carter Advisory Services, Inc. Dallas TX 11/2017 09/2018
Carter Financial Management Dallas TX 06/2017 09/2018
Carter Advisory Services Dallas TX 06/2016 09/2018
Clintsman Financial Planning Southlake TX 09/2018 12/2022
Jojenco Holdings, Llc Southlake TX 09/2018 12/2022
Buckingham Strategic Wealth, Llc Clayton MO 01/2023 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 11/2017 → 09/2018
    Carter Advisory Services, Inc.
    Dallas, TX
  • 06/2017 → 09/2018
    Carter Financial Management
    Dallas, TX
  • 06/2016 → 09/2018
    Carter Advisory Services
    Dallas, TX
  • 09/2018 → 12/2022
    Clintsman Financial Planning
    Southlake, TX
  • 09/2018 → 12/2022
    Jojenco Holdings, Llc
    Southlake, TX
  • 01/2023 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-02-01 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Southlake, TX
    St Louis, MO
  • 2019-06-24 → 2023-02-01
    Clintsman Financial Planning
    Southlake, TX
  • 2017-04-25 → 2018-09-14
    Raymond James Financial Services Advisors, Inc
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-24
  • S66 Uniform Combined State Law Examination
    2017-02-24
Designations
Other Names
  • Greg Michael Lanier
  • Gregory Michael Lanier

View on SEC IAPD

Other Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
VESTGEN ADVISORS, LLC
FORTIFY WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CREATIVEONE WEALTH, LLC

Other Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker
GREGORY JOHN WOZNIAK
Grant Hunter Richars
ANTHONY DWAYNE RICH
Anna Marie Meurer
John Michael Laaker

Other Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · Kirkwood, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO

More in St. Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor