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Timothy Duane Wilcox

Focus Partners Wealth, LLC

Tucson, AZ

CRD 2396536

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Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-10-01
  • AZ RA
    APPROVED
    Since 2025-10-01

Branch Locations

2343 E Broadway Blvd Suite 116, Tucson, AZ 85719 • 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
Sonora Inv Mgmt Tucson AZ 11/2003 10/2021
Sonora Investment Management Group, Llc Tucson AZ 10/2021 Present
Focus Partners Wealth, Llc Boston MA 10/2025 Present
  • 11/2003 → 10/2021
    Sonora Inv Mgmt
    Tucson, AZ
  • 10/2021 → Present
    Sonora Investment Management Group, Llc
    Tucson, AZ
  • 10/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 2022-09-20 → 2025-10-23
    Sonora Investment Management
    Tucson, AZ
  • 2017-06-26 → 2021-10-01
    Sonora Investment Management Llc
    Tucson, AZ
  • 2004-09-20 → 2005-12-31
    Sonora Investment Management Llc
    Tucson, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-24
S63 Uniform Securities Agent State Law Examination 1993-10-12
  • S65 Uniform Investment Adviser Law Examination
    2017-06-24
  • S63 Uniform Securities Agent State Law Examination
    1993-10-12
Other Names
  • Tim Wilcox
  • Timothy Duane Wilcox

View on SEC IAPD

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Nearby Investors

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Nearby Offices

IRONWOOD FINANCIAL, LLC · TUCSON, AZ
IRONWOOD FINANCIAL, LLC · TUCSON, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TUCSON, AZ

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