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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

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

Branch Locations

680 Anderson Drive Foster Plaza Ten - Suite 350, Pitttsburg, PA 15220 • 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
Roof Advisory Group, Inc. Harrisburg PA 12/2014 10/2019
Fort Pitt Capital Group Llc Pittsburgh PA 10/2019 10/2024
Kovitz Investment Group Partners, Llc Pittsburgh PA 11/2024 Present
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
  • 12/2014 → 10/2019
    Roof Advisory Group, Inc.
    Harrisburg, PA
  • 10/2019 → 10/2024
    Fort Pitt Capital Group Llc
    Pittsburgh, PA
  • 11/2024 → Present
    Kovitz Investment Group Partners, Llc
    Pittsburgh, PA
  • 01/2026 → Present
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-04-22
  • S63 Uniform Securities Agent State Law Examination
    2005-04-22
Designations

View on SEC IAPD

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