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Xuyi Chen

Focus Partners Wealth, LLC

Clayton, MO

St. Louis, MO

Focus Advisor Solutions, LLC

St. Louis, MO

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-08-16
  • MO RA
    APPROVED
    Since 2024-08-16

Branch Locations

8182 Maryland Avenue Ste 500, Clayton, MO 63105 • United States

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

Focus Advisor Solutions, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-02-27
  • MO RA
    APPROVED
    Since 2023-02-27

Branch Locations

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
Scottrade Inc. St. Louis MO 03/2016 02/2018
Td Ameritrade, Inc. St Louis MO 02/2018 12/2021
Charles Schwab & Co., Inc. St. Louis MO 01/2022 12/2022
Buckingham Strategic Wealth, Llc Clayton MO 02/2023 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 03/2016 → 02/2018
    Scottrade Inc.
    St. Louis, MO
  • 02/2018 → 12/2021
    Td Ameritrade, Inc.
    St Louis, MO
  • 01/2022 → 12/2022
    Charles Schwab & Co., Inc.
    St. Louis, MO
  • 02/2023 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-02-27 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
  • 2022-01-24 → 2022-12-16
    Charles Schwab & Co., Inc.
    Lone Tree, CO
    St. Louis, MO
  • 2019-08-16 → 2022-03-07
    Td Ameritrade, Inc.
    St Louis, MO
    St. Louis, MO
    St. Louis, MO
    Westlake, TX
  • 2019-08-16 → 2022-03-07
    Td Ameritrade Investment Management, Llc
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-15
S63 Uniform Securities Agent State Law Examination 2017-12-30
  • S66 Uniform Combined State Law Examination
    2019-08-15
  • S63 Uniform Securities Agent State Law Examination
    2017-12-30
Other Names
  • Justin Chen

View on SEC IAPD

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FOCUS PARTNERS WEALTH, LLC
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Other Investors

TIMOTHY PAUL HASARA
MARGARET MARY FRIEDHOFF
Tyler Allen Bubolz
Taylor Ann Willhalm
DAVID STUART WEISS
PATRICK CRAWLEY
CHET STEVEN EISENMAYER
Matthew Douglas Schulte

Other Offices

SINNET CAPITAL MANAGEMENT, LLC · CLAYTON, MO
PARKSIDE ADVISORS LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · ST. LOUIS, MO
SIXTHIRTY VENTURES · CLAYTON, MO
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CLAYTON, MO
FOCUS PARTNERS WEALTH, LLC · ST. LOUIS, MO
FOCUS PARTNERS WEALTH, LLC · CLAYTON, MO

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