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Mackenzie Cunningham

Focus Partners Wealth, LLC

Nashville, TN

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-05-02
  • TN RA
    APPROVED
    Since 2024-05-02

Branch Locations

150 4Th Avenue North Suite 1410, Nashville, TN 37219 • 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
Avondale Partners Llc Nashville TN 06/2016 11/2018
Wedbush Securities Nashville TN 11/2018 08/2021
Capfinancial Partners Llc (Captrust) Raleigh NC 12/2022 03/2023
Trustcore Nashville TN 09/2021 12/2022
Interocean Capital Group, Llc Nashville TN 03/2023 Present
The Colony Group, Llc Boston MA 05/2024 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-04
  • S66 Uniform Combined State Law Examination
    2015-11-04
Designations

View on SEC IAPD

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Other Investors

JOHN STUART PIOVARCY
Robert Michael McMahan
Thaddeus B Corbin
HEATHER BARBOUR
CRYSTAL LYNN BEASTROM
JULIE G SANDBERG
JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

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