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

Branch Locations

1900 W Kirkwood Blvd Ste. 2500C, Southlake, TX 76092 • United States

190 Carondelet Plaza Suite 600, St. Louis, 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
Jojenco Holdings, Llc Southlake TX 04/2020 12/2022
N/A Southlake TX 01/2010 04/2020
Buckingham Strategic Wealth, Llc Clayton MO 01/2023 07/2024
Focus Partners Wealth, Llc St. Louis MO 07/2024 Present
  • 04/2020 → 12/2022
    Jojenco Holdings, Llc
    Southlake, TX
  • 01/2010 → 04/2020
    N/A
    Southlake, TX
  • 01/2023 → 07/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    St. Louis, MO
Previous Registrations
  • 2023-02-01 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Southlake, TX
  • 2021-05-19 → 2023-02-01
    Clintsman Financial Planning
    Southlake, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-03
  • S65 Uniform Investment Adviser Law Examination
    2021-04-03

View on SEC IAPD

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