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Griffin Wallace Rea

Focus Partners Wealth, LLC

Plano, TX

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-18
  • TX RA
    APPROVED
    Since 2025-06-18

Branch Locations

5810 Tennyson Pkwy Suite 260, Plano, TX 75024 • 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
Purshe Kaplan Sterling Investments Albany NY 04/2021 01/2024
Thrivent Advisor Network D/B/A 49 Financial Dallas TX 11/2020 12/2022
D.R. Horton Arlington TX 05/2020 08/2020
Ohio State University Columbus OH 08/2017 04/2021
Sky Ranch Camps Van TX 04/2019 06/2019
Sky Ranch Camps Van TX 04/2018 08/2018
Timarron Tigersharks Southlake TX 05/2017 07/2017
Southlake Carroll School District Southlake TX 08/2004 05/2017
49 Wealth Management, Llc Dallas TX 01/2023 06/2025
Focus Partners Wealth, Llc Boston MA 06/2025 Present
  • 04/2021 → 01/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 11/2020 → 12/2022
    Thrivent Advisor Network D/B/A 49 Financial
    Dallas, TX
  • 05/2020 → 08/2020
    D.R. Horton
    Arlington, TX
  • 08/2017 → 04/2021
    Ohio State University
    Columbus, OH
  • 04/2019 → 06/2019
    Sky Ranch Camps
    Van, TX
  • 04/2018 → 08/2018
    Sky Ranch Camps
    Van, TX
  • 05/2017 → 07/2017
    Timarron Tigersharks
    Southlake, TX
  • 08/2004 → 05/2017
    Southlake Carroll School District
    Southlake, TX
  • 01/2023 → 06/2025
    49 Wealth Management, Llc
    Dallas, TX
  • 06/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 2023-02-07 → 2025-06-13
    49 Financial
    Austin, TX
    Dallas, TX
    Richardson, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-23
S63 Uniform Securities Agent State Law Examination 2021-01-27
  • S65 Uniform Investment Adviser Law Examination
    2023-01-23
  • S63 Uniform Securities Agent State Law Examination
    2021-01-27

View on SEC IAPD

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