Inactive

Jerrold A Grecu

Focus Partners Wealth, LLC

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Current Employers

Focus Partners Wealth, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-08-29
OR	RA	APPROVED	2024-08-29
TX	RA	APPROVED	2024-08-29

CA RA
APPROVED

Since 2024-08-29
OR RA
APPROVED

Since 2024-08-29
TX RA
APPROVED

Since 2024-08-29

Branch Locations

780 Nw York Drive Suite 105, Bend, OR 97703 • 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

Organization	City	State	From	To
Grecu Capital Management Inc.	Roseville	CA	03/2011	06/2022
Buckingham Strategic Wealth, Llc.	Clayton	MO	07/2022	Present
Bam Management, Llc	Clayton	MO	01/2023	Present
The Colony Group, Llc	Boston	MA	07/2024	Present

03/2011 → 06/2022

Grecu Capital Management Inc.

Roseville, CA
07/2022 → Present

Buckingham Strategic Wealth, Llc.

Clayton, MO
01/2023 → Present

Bam Management, Llc

Clayton, MO
07/2024 → Present

The Colony Group, Llc

Boston, MA

Previous Registrations

2022-07-28 → 2024-08-29

Buckingham Strategic Wealth, Llc

St Louis, MO

Bend, OR
2011-05-12 → 2022-07-28

Grecu Capital Management, Inc.

Roseville, CA
2009-07-08 → 2011-12-08

Gasber & Grecu Financial Advisors, Llc

Gold River, CA
2002-02-07 → 2009-08-04

Grecu Capital Management, Inc.

Roseville, CA

Roseville, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-10-08

S63 Uniform Securities Agent State Law Examination

1991-10-08

Designations

Other Names

Jerrold Allen Grecu
Lex Grecu

View on SEC IAPD

More in Bend, OR

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