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Philip Ho

Focus Partners Wealth, LLC

Irvine, CA

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
CA RA APPROVED 2024-07-01
TX RA APPROVED 2024-07-01
WA RA APPROVED 2024-07-01
  • CA RA
    APPROVED
    Since 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-01
  • WA RA
    APPROVED
    Since 2024-07-01

Branch Locations

3 Park Plaza Suite 420, Irvine, CA 92614 • 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
Buckingham Strategic Wealth, Llc Clayton MO 01/2014 06/2024
Focus Partners Wealth Clayton MO 06/2024 Present
  • 01/2014 → 06/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 06/2024 → Present
    Focus Partners Wealth
    Clayton, MO
Previous Registrations
  • 2014-02-06 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Irvine, CA
    St Louis, MO
  • 2001-05-15 → 2014-02-25
    Wealth Management Group, Llp
    Irvine, CA
    Irvine, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-12-01
S63 Uniform Securities Agent State Law Examination 1995-10-27
  • S65 Uniform Investment Adviser Law Examination
    1995-12-01
  • S63 Uniform Securities Agent State Law Examination
    1995-10-27
Designations

View on SEC IAPD

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