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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, Pittsburg, 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
Pruco Securities, Llc White Plains NY 08/2020 04/2021
Novacare Select Medical Canonsburg PA 05/2020 08/2020
Axa Equitable Advisors Manhattan NY 03/2020 05/2020
Expii, Inc. Pittsburgh PA 09/2018 01/2020
Kulicke And Soffa Industries, Inc. Fort Washington PA 06/2018 08/2018
Unemployed Blue Bell PA 08/2016 05/2018
The Prudential Insurance Company Of America White Plains NY 08/2020 04/2021
Jpmorgan Chase Bank, N.A. Pittsburgh PA 04/2021 01/2022
J.P. Morgan Securities Llc Pittsburgh PA 04/2021 01/2022
Unemployed Pittsburgh PA 01/2020 03/2020
Unemployed Blue Bell PA 05/2018 06/2018
Citizens Securities, Inc Westwood MA 01/2022 10/2022
Citizens Bank, N.A Pittsburgh PA 01/2022 10/2022
Citizens Securities, Inc Westwood MA 10/2022 12/2023
Citizens Bank, N/A Pittsburgh PA 10/2022 12/2023
Fort Pitt Capital Group Llc Pittsburgh PA 01/2024 10/2024
Kovitz Investment Group Partners, Llc Pittsburgh PA 11/2024 Present
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
  • 08/2020 → 04/2021
    Pruco Securities, Llc
    White Plains, NY
  • 05/2020 → 08/2020
    Novacare Select Medical
    Canonsburg, PA
  • 03/2020 → 05/2020
    Axa Equitable Advisors
    Manhattan, NY
  • 09/2018 → 01/2020
    Expii, Inc.
    Pittsburgh, PA
  • 06/2018 → 08/2018
    Kulicke And Soffa Industries, Inc.
    Fort Washington, PA
  • 08/2016 → 05/2018
    Unemployed
    Blue Bell, PA
  • 08/2020 → 04/2021
    The Prudential Insurance Company Of America
    White Plains, NY
  • 04/2021 → 01/2022
    Jpmorgan Chase Bank, N.A.
    Pittsburgh, PA
  • 04/2021 → 01/2022
    J.P. Morgan Securities Llc
    Pittsburgh, PA
  • 01/2020 → 03/2020
    Unemployed
    Pittsburgh, PA
  • 05/2018 → 06/2018
    Unemployed
    Blue Bell, PA
  • 01/2022 → 10/2022
    Westwood, MA
  • 01/2022 → 10/2022
    Citizens Bank, N.A
    Pittsburgh, PA
  • 10/2022 → 12/2023
    Westwood, MA
  • 10/2022 → 12/2023
    Citizens Bank, N/A
    Pittsburgh, PA
  • 01/2024 → 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
S65 Uniform Investment Adviser Law Examination 2022-02-25
S63 Uniform Securities Agent State Law Examination 2021-02-05
  • S65 Uniform Investment Adviser Law Examination
    2022-02-25
  • S63 Uniform Securities Agent State Law Examination
    2021-02-05

View on SEC IAPD

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