Inactive

Bryan Dean Clintsman

Focus Partners Wealth, LLC

Ernst & Young Investment Advisers LLP

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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
TX	RA	APPROVED	2024-07-01

TX RA
APPROVED

Since 2024-07-01

Branch Locations

1900 W. Kirkwood Blvd Ste. 2500C, Southlake, TX 76092 • United States

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

Ernst & Young Investment Advisers Llp

200 Plaza Drive First Floor Suite 102, Secaucus, NJ 07094 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2000-02-23

TX RA
APPROVED

Since 2000-02-23

Branch Locations

2121 San Jacinto Street Suite 1500, Dallas, TX 75201 • 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
Clintsman Financial Planning	Southlake	TX	04/2002	12/2022
Buckingham Strategic Wealth, Llc	Clayton	MO	01/2023	Present
The Colony Group, Llc	Boston	MA	07/2024	Present
Ernst & Young	Dallas	TX	07/2000	Present

04/2002 → 12/2022

Clintsman Financial Planning

Southlake, TX
01/2023 → Present

Buckingham Strategic Wealth, Llc

Clayton, MO
07/2024 → Present

The Colony Group, Llc

Boston, MA
07/2000 → Present

Ernst & Young

Dallas, TX

Previous Registrations

2023-02-01 → 2024-11-14

Buckingham Strategic Wealth, Llc

Southlake, TX

St Louis, MO
2006-10-10 → 2023-02-01

Clintsman Financial Planning

Southlake, TX
2002-06-18 → 2002-06-18

Clintsman Financial Planning

Southlake, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-01-17

S65 Uniform Investment Adviser Law Examination

1995-01-17

Designations

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · Southlake, TX

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PLANGUIDE FINANCIAL · SOUTHLAKE, TX

RIDGEWOOD WEALTH MANAGEMENT LLC · SOUTHLAKE, TX

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