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Dylan John Burke

Focus Partners Wealth, LLC

Greenwood Village, CO

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-22
  • CO RA
    APPROVED
    Since 2026-01-22

Branch Locations

6400 South Fiddlers Green Circle Suite 1600, Greenwood Village, CO 80111 • 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
Transform Wealth Llc Greenwood Village CO 04/2023 Present
Unemployed Salt Lake City UT 01/2023 03/2023
Goldman Sachs & Co Salt Lake City UT 09/2022 01/2023
Prince Perelson Salt Lake City UT 08/2021 09/2022
Unemployed Salt Lake City UT 06/2021 07/2021
University Of Miami Miami FL 08/2017 05/2021
Pope John Paul Ii High School Royersford PA 05/2013 07/2017
Kovitz Investment Group Partners, Llc Greenwood Village CO 04/2025 Present
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
  • 04/2023 → Present
    Transform Wealth Llc
    Greenwood Village, CO
  • 01/2023 → 03/2023
    Unemployed
    Salt Lake City, UT
  • 09/2022 → 01/2023
    Goldman Sachs & Co
    Salt Lake City, UT
  • 08/2021 → 09/2022
    Prince Perelson
    Salt Lake City, UT
  • 06/2021 → 07/2021
    Unemployed
    Salt Lake City, UT
  • 08/2017 → 05/2021
    University Of Miami
    Miami, FL
  • 05/2013 → 07/2017
    Pope John Paul Ii High School
    Royersford, PA
  • 04/2025 → Present
    Kovitz Investment Group Partners, Llc
    Greenwood Village, CO
  • 01/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-15
  • S65 Uniform Investment Adviser Law Examination
    2023-10-15

View on SEC IAPD

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ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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