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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

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

Branch Locations

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

420 W 98Th Street, Kansas City, MO 64114 • 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
Custom Wood Products Manhattan KS 10/2018 04/2022
Legacy Financial Strategies, Llc Leawood KS 06/2022 10/2023
Kansas State University Manhattan KS 08/2018 05/2022
N/A Silver Lake KS 09/2006 05/2018
Buckingham Strategic Wealth, Llc Clayton MO 11/2023 07/2024
Focus Partners Wealth, Llc St. Louis MO 07/2024 Present
  • 10/2018 → 04/2022
    Custom Wood Products
    Manhattan, KS
  • 06/2022 → 10/2023
    Leawood, KS
  • 08/2018 → 05/2022
    Kansas State University
    Manhattan, KS
  • 09/2006 → 05/2018
    N/A
    Silver Lake, KS
  • 11/2023 → 07/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    St. Louis, MO
Previous Registrations
  • 2023-11-17 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Kansas City, MO
  • 2023-03-10 → 2023-10-25
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-10
  • S65 Uniform Investment Adviser Law Examination
    2023-03-10

View on SEC IAPD

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