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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 2024-07-01
  • MO RA
    APPROVED
    Since 2024-07-01

Branch Locations

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

8182 Maryland Avenue Suite 500, Clayton, 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
Principal Securities, Inc. Columbia MO 03/2017 01/2018
Schuster Financial Services Columbia MO 01/2017 01/2018
University Of Missouri Columbia Columbia MO 08/2012 12/2016
Buckingham Strategic Wealth, Llc Clayton MO 04/2018 07/2024
Focus Partners Wealth, Llc St. Louis MO 07/2024 Present
  • 03/2017 → 01/2018
    Principal Securities, Inc.
    Columbia, MO
  • 01/2017 → 01/2018
    Schuster Financial Services
    Columbia, MO
  • 08/2012 → 12/2016
    University Of Missouri Columbia
    Columbia, MO
  • 04/2018 → 07/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    St. Louis, MO
Previous Registrations
  • 2019-09-04 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-04
  • S65 Uniform Investment Adviser Law Examination
    2019-09-04
Designations

View on SEC IAPD

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