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Leslie Kassandra Ortiz-Quiroz

Focus Partners Wealth, LLC

Charlotte, NC

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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 2026-06-29
SC RA APPROVED 2026-06-29
  • NC RA
    APPROVED
    Since 2026-06-29
  • SC RA
    APPROVED
    Since 2026-06-29

Branch Locations

3545 Whitehall Park Dr. Suite 180, Charlotte, NC 28273 • 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
Charanda Of Fort Mill Fort Mill SC 05/2016 11/2017
Vertex Capital Advisors Fort Mill SC 11/2017 12/2018
Carroll Financial Associates Rock Hill SC 01/2019 11/2021
Wealth Enhancement Group Rock Hill SC 12/2021 04/2026
Focus Partners Wealth, Llc St. Louis MO 06/2026 Present
  • 05/2016 → 11/2017
    Charanda Of Fort Mill
    Fort Mill, SC
  • 11/2017 → 12/2018
    Vertex Capital Advisors
    Fort Mill, SC
  • 01/2019 → 11/2021
    Carroll Financial Associates
    Rock Hill, SC
  • 12/2021 → 04/2026
    Wealth Enhancement Group
    Rock Hill, SC
  • 06/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-06
  • S66 Uniform Combined State Law Examination
    2019-12-06
Designations

View on SEC IAPD

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