Best Investors Account Sign in
Inactive

Victoria Mary Trosset

Focus Partners Wealth, LLC

Denver, CO

St. Louis, MO

Claim This Profile
Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-07-01
  • CO RA
    APPROVED
    Since 2024-07-01

Branch Locations

1601 Wewatta Street Ste 875, Denver, CO 80202 • 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
Loyola University Baltimore MD 08/2015 08/2019
Sc&H Financial Advisors, Inc. Sparks MD 07/2019 05/2023
Buckingham Strategic Wealth, Llc Clayton MO 05/2023 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 08/2015 → 08/2019
    Loyola University
    Baltimore, MD
  • 07/2019 → 05/2023
    Sc&H Financial Advisors, Inc.
    Sparks, MD
  • 05/2023 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-06-14 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Baltimore, MD
    Denver, CO
  • 2020-12-15 → 2023-06-09
    Sc&H Wealth
    Hunt Valley, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-14
  • S65 Uniform Investment Adviser Law Examination
    2020-12-14
Other Names
  • Victoria Trosset
  • Tori Trosset

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor