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Dirk Gavin Gilliard

Focus Partners Wealth, LLC

St. Louis, MO

Palo Alto, CA

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-01
TX RA APPROVED_RES 2024-07-01
  • CA RA
    APPROVED
    Since 2024-07-01
  • TX RA
    APPROVED_RES
    Since 2024-07-01

Branch Locations

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

2409 Park Boulevard, Palo Alto, CA 94306 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Dan Goldie Financial Services Llc Menlo Park CA 01/2011 01/2019
Buckingham Strategic Wealth, Llc Clayton MO 02/2019 Present
Bam Management, Llc Clayton MO 04/2019 06/2024
The Colony Group, Llc Boston MA 07/2024 Present
  • 01/2011 → 01/2019
    Dan Goldie Financial Services Llc
    Menlo Park, CA
  • 02/2019 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 04/2019 → 06/2024
    Bam Management, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2019-06-13 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Palo Alto, CA
  • 2011-01-11 → 2019-05-31
    Dan Goldie Financial Services Llc
    Palo Alto, CA
  • 2008-10-08 → 2010-12-31
    Partnervest Advisory Services Llc
    Greenbrae, CA
    Kentfield, CA
    Santa Barbara, CA
  • 1997-07-08 → 2005-08-16
    Emeritus Investment Management, Inc.
    Mill Valley, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-13
S63 Uniform Securities Agent State Law Examination 1994-05-25
  • S66 Uniform Combined State Law Examination
    2005-10-13
  • S63 Uniform Securities Agent State Law Examination
    1994-05-25

View on SEC IAPD

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