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Andrew Taylor Urban

Focus Partners Wealth, LLC

Wyomissing, PA

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
PA RA APPROVED 2024-07-02
  • PA RA
    APPROVED
    Since 2024-07-02

Branch Locations

1210 Broadcasting Road Suite 101, Wyomissing, PA 19610 • 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
Buckingham Strategic Wealth, Llc Clayton MO 06/2021 07/2024
Deloittle Llp Machanicsburg PA 09/2020 06/2021
Unemployed West Reading PA 04/2020 08/2020
Rkl Wealth Management Llc Wyomissing PA 09/2019 03/2020
Ernest & Young Phildelphia PA 06/2019 08/2019
Bellco Federal Credit Union Wyomissing PA 06/2018 04/2019
Giant Food Stores Shillington PA 05/2017 02/2019
Penn State Berks University Wyomissing PA 08/2016 05/2020
Focus Partners Wealth, Llc St. Louis MO 07/2024 Present
  • 06/2021 → 07/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 09/2020 → 06/2021
    Deloittle Llp
    Machanicsburg, PA
  • 04/2020 → 08/2020
    Unemployed
    West Reading, PA
  • 09/2019 → 03/2020
    Rkl Wealth Management Llc
    Wyomissing, PA
  • 06/2019 → 08/2019
    Ernest & Young
    Phildelphia, PA
  • 06/2018 → 04/2019
    Bellco Federal Credit Union
    Wyomissing, PA
  • 05/2017 → 02/2019
    Giant Food Stores
    Shillington, PA
  • 08/2016 → 05/2020
    Penn State Berks University
    Wyomissing, PA
  • 07/2024 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
  • 2021-09-02 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Wyomissing, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-02
  • S65 Uniform Investment Adviser Law Examination
    2021-09-02
Designations

View on SEC IAPD

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MICHAEL JOSEPH JANVRIN
Kyle Hutchinson
GAIL C FORD
Ethan T Miller
KIRSTAN COLLEEN ULRICH
SYDNEY DIANNE SCHAEFFER
JUSTIN DANIEL SCHAEFFER

Other Offices

ATLAS WEALTH PARTNERS LLC · WYOMISSING, PA
LPL FINANCIAL LLC · WYOMISSING, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WYOMISSING, PA
MORGAN STANLEY · Wyomissing, PA
TRUIST ADVISORY SERVICES, INC. · WYOMISSING, PA
TRUIST ADVISORY SERVICES, INC. · WYOMISSING, PA
TRUIST ADVISORY SERVICES, INC. · WYOMISSING, PA
TRUIST ADVISORY SERVICES, INC. · WYOMISSISNG, PA

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