Best Investors Account Sign in
Inactive

James Marlin Witt

Focus Partners Wealth, LLC

St. Louis, MO

Cross Lanes, WV

Claim This Profile
Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2024-07-18
  • WV RA
    APPROVED
    Since 2024-07-18

Branch Locations

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

Cross Lanes, WV • 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
Act Referral, Llc Charleston WV 11/2018 10/2021
Arnett Carbis Toothman Llp Charleston WV 02/2007 Present
Buckingham Strategic Wealth, Llc Clayton MO 11/2021 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 11/2018 → 10/2021
    Act Referral, Llc
    Charleston, WV
  • 02/2007 → Present
    Arnett Carbis Toothman Llp
    Charleston, WV
  • 11/2021 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2022-03-14 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Cross Lanes, WV
    St Louis, MO
  • 2019-02-28 → 2021-10-01
    Act Referral, Llc
    Charleston, WV
Other Businesses

MR. WITT IS A PARTNER AND TAX PREPARER AT ARNETT CARBIS TOOTHMAN IN CHARLESTON, WEST VIRGINIA FROM NOVEMBER 2017 TO PRESENT.

Designations

View on SEC IAPD

Other Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
VESTGEN ADVISORS, LLC
FORTIFY WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CREATIVEONE WEALTH, LLC

Other Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker
GREGORY JOHN WOZNIAK
Grant Hunter Richars
ANTHONY DWAYNE RICH
Anna Marie Meurer
John Michael Laaker

Other Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · Kirkwood, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO

More in St. Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor