Inactive

Timothy James Cowhey

Focus Partners Wealth, LLC

CRD 5568216

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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

Authority	Category	Status	Date
MO	RA	APPROVED	2024-08-27
NC	RA	APPROVED	2024-08-27

MO RA
APPROVED

Since 2024-08-27
NC RA
APPROVED

Since 2024-08-27

Branch Locations

Raleigh, NC • 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
Buckingham Strategic Wealth, Llc	Clayton	MO	03/2016	06/2024
Apex Motorsport Llc	Saint Louis	MO	10/2014	12/2020
Focus Partners Wealth, Llc	Boston	MA	07/2024	Present

03/2016 → 06/2024

Buckingham Strategic Wealth, Llc

Clayton, MO
10/2014 → 12/2020

Apex Motorsport Llc

Saint Louis, MO
07/2024 → Present

Focus Partners Wealth, Llc

Boston, MA

Previous Registrations

2016-03-17 → 2024-11-14

Buckingham Strategic Wealth, Llc

St Louis, MO
2013-06-27 → 2014-11-18

Morgan Stanley

St. Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-06-27

S66 Uniform Combined State Law Examination

2013-06-27

Designations

Certified Financial Planner

View on SEC IAPD

More in Raleigh, NC

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