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Deanna Lynn Strean

Focus Partners Wealth, LLC

St. Louis, MO

Charlotte, NC

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-07-01
  • NC RA
    APPROVED
    Since 2024-07-01

Branch Locations

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

3545 Whitehall Park Dr Suite 180, Charlotte, NC 28273 • 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
Strean Financial Services Fairfax VA 08/2008 07/2017
H. Beck, Inc. Rockville MD 02/2010 01/2018
Strean Financial Services, Llc Fairfax VA 04/2010 07/2017
Contrary Investment Advisors, Llc Arlington VA 07/2017 01/2018
Carolina Capital Consulting, Inc. Charlotte NC 01/2018 06/2021
Buckingham Strategic Wealth, Llc Clayton MO 07/2021 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 08/2008 → 07/2017
    Strean Financial Services
    Fairfax, VA
  • 02/2010 → 01/2018
    H. Beck, Inc.
    Rockville, MD
  • 04/2010 → 07/2017
    Strean Financial Services, Llc
    Fairfax, VA
  • 07/2017 → 01/2018
    Contrary Investment Advisors, Llc
    Arlington, VA
  • 01/2018 → 06/2021
    Carolina Capital Consulting, Inc.
    Charlotte, NC
  • 07/2021 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2021-07-26 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Charlotte, NC
  • 2018-01-26 → 2021-07-26
    Carolina Capital Consulting, Inc.
    Charlotte, NC
  • 2010-04-07 → 2018-01-19
    Grove Point Investments, Llc
    Oakton, VA
    Charlotte, NC
    Charlotte, NC
    Oakton, VA
    Arlington, VA
  • 2010-04-22 → 2015-04-16
    Strean Financial Services, Llc
    Charlotte, NC
    Oakton, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-05
  • S66 Uniform Combined State Law Examination
    2010-04-05
Other Names
  • Deanna Lynn Wilkins

View on SEC IAPD

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