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Albert Sullivan Davis

Focus Partners Wealth, LLC

Asheville, NC

St. Louis, MO

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-07-02
  • NC RA
    APPROVED
    Since 2024-07-02

Branch Locations

111 Central Avenue, Asheville, NC 28801 • 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
Davis Financial Planning Asheville NC 01/2010 03/2023
Buckingham Strategic Wealth, Llc Clayton MO 04/2023 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 01/2010 → 03/2023
    Davis Financial Planning
    Asheville, NC
  • 04/2023 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-05-05 → 2024-07-02
    Buckingham Strategic Wealth, Llc
    Asheville, NC
    St Louis, MO
  • 2015-09-10 → 2023-05-05
    Davis Financial Planning
    Asheville, NC
  • 2005-09-01 → 2007-01-31
    Truist Investment Services, Inc.
    Asheville, NC
    Asheville, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-31
S63 Uniform Securities Agent State Law Examination 2005-03-21
  • S66 Uniform Combined State Law Examination
    2005-08-31
  • S63 Uniform Securities Agent State Law Examination
    2005-03-21
Designations

View on SEC IAPD

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Other Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
EDWARD JONES · ASHEVILLE, NC
LPL FINANCIAL LLC · ASHEVILLE, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Asheville, NC

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