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Gregory Eldin Smith

Focus Partners Wealth, LLC

Charleston, WV

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
WV RA APPROVED 2024-07-08
  • WV RA
    APPROVED
    Since 2024-07-08

Branch Locations

101 Washington Street East Suite 120, Charleston, WV 25301 • 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
Bb&T Wealth Charleston WV 09/1999 10/2019
Northwestern Mutual Charleston WV 12/2019 09/2020
N3 Results South Charleston WV 09/2020 07/2021
Buckingham Strategic Wealth, Llc Clayton MO 09/2021 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 09/1999 → 10/2019
    Bb&T Wealth
    Charleston, WV
  • 12/2019 → 09/2020
    Northwestern Mutual
    Charleston, WV
  • 09/2020 → 07/2021
    N3 Results
    South Charleston, WV
  • 09/2021 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2022-07-08 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Charleston, WV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-05
  • S65 Uniform Investment Adviser Law Examination
    2022-07-05

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
THE HUNTINGTON INVESTMENT COMPANY
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
JACOBS & COMPANY
NTV ASSET MANAGEMENT, LLC

Other Investors

JOHN JEFFREY SARTAINE
JAMES M BALL
Austin Lee Rosencrance
Adam Michael Perry
Christian Allen Perez
JEFFREY HUBERT VELEPEC
ROBIN LYNNE PAROG
Marie E Parsons

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHARLESTON, WV
MORGAN STANLEY · CHARLESTON, WV
THE HUNTINGTON INVESTMENT COMPANY · CHARLESTON, WV
RBC CAPITAL MARKETS, LLC · CHARLESTON, WV
AMERIPRISE FINANCIAL SERVICES, LLC · Charleston, WV
J. W. COLE ADVISORS, INC. · CHARLESTON, WV
JACOBS & COMPANY · CHARLESTON, WV
NTV ASSET MANAGEMENT, LLC · CHARLESTON, WV

More in Charleston, WV

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