Mackenzie Cunningham

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 11/2018
  Avondale Partners Llc
  Nashville, TN
• 11/2018 → 08/2021
  Wedbush Securities
  Nashville, TN
• 12/2022 → 03/2023
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 09/2021 → 12/2022
  Trustcore
  Nashville, TN
• 03/2023 → Present
  Interocean Capital Group, Llc
  Nashville, TN
• 05/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2023-04-28 → 2024-07-30
  Interocean Capital
  Nashville, TN
• 2022-12-22 → 2023-03-23
  Captrust
  Brentwood, TN
• 2018-11-09 → 2021-08-13
  Wedbush Securities Inc.
  Chattanooga, TN
  Pasadena, CA
• 2016-06-16 → 2018-11-02
  Avondale Partners, Llc
  Nashville, TN
• 2015-11-09 → 2016-06-20
  &Partners
  Nashville, TN

Exams

• S66 Uniform Combined State Law Examination
  2015-11-04

Designations

• Chartered Financial Analyst