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Inactive

Yiwen Chen

Focus Partners Wealth, LLC

Greenwood Village, CO

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-04
  • CO RA
    APPROVED
    Since 2026-01-04

Branch Locations

6400 South Fiddlers Green Circle Suite 1600, Greenwood Village, CO 80111 • 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
Bsw Wealth Partners Boulder CO 06/2015 03/2018
Transform Wealth, Llc F.K.A. Carnick & Kubik Group, Llc Greenwood Village CO 04/2020 Present
Unemployed Denver CO 08/2019 04/2020
Bsw Wealth Partners Boulder CO 03/2018 08/2019
Kovitz Investment Group Partners, Llc Greenwood Village CO 04/2025 Present
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
  • 06/2015 → 03/2018
    Bsw Wealth Partners
    Boulder, CO
  • 04/2020 → Present
    Transform Wealth, Llc F.K.A. Carnick & Kubik Group, Llc
    Greenwood Village, CO
  • 08/2019 → 04/2020
    Unemployed
    Denver, CO
  • 03/2018 → 08/2019
    Bsw Wealth Partners
    Boulder, CO
  • 04/2025 → Present
    Kovitz Investment Group Partners, Llc
    Greenwood Village, CO
  • 01/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-14
  • S65 Uniform Investment Adviser Law Examination
    2016-03-14
Designations

View on SEC IAPD

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Other Investors

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Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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