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Michael Pierre Indart

Focus Partners Wealth, LLC

Santa Rosa, 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 2024-07-02
  • CA RA
    APPROVED
    Since 2024-07-02

Branch Locations

3550 Round Barn Boulevard Suite 2012, Santa Rosa, CA 95403 • 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
Wells Fargo Bank Na Sebastopol CA 07/2014 07/2017
Wells Fargo Advisors Llc Sebastopol CA 07/2014 11/2016
Wells Fargo Clearing Services, Llc Sebastopol CA 11/2016 07/2017
Buckingham Strategic Wealth, Llc Clayton MO 07/2017 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 07/2014 → 07/2017
    Wells Fargo Bank Na
    Sebastopol, CA
  • 07/2014 → 11/2016
    Wells Fargo Advisors Llc
    Sebastopol, CA
  • 11/2016 → 07/2017
    Wells Fargo Clearing Services, Llc
    Sebastopol, CA
  • 07/2017 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2017-10-04 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Santa Rosa, CA
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-04
S63 Uniform Securities Agent State Law Examination 2009-04-16
  • S65 Uniform Investment Adviser Law Examination
    2017-10-04
  • S63 Uniform Securities Agent State Law Examination
    2009-04-16
Designations

View on SEC IAPD

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JEFFREY DONALD OLE GOSPE
PAMELA LYNN KEZER

Other Offices

MORGAN STANLEY · Santa Rosa, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Santa Rosa, CA
CALDWELL SUTTER CAPITAL, INC. · Santa Rosa, CA
WELLS FARGO CLEARING SERVICES, LLC · SANTA ROSA, CA
WELLS FARGO CLEARING SERVICES, LLC · SANTA ROSA, CA
EDWARD JONES · SANTA ROSA, CA
FOCUS PARTNERS WEALTH, LLC · SANTA ROSA, CA
LPL FINANCIAL LLC · SANTA ROSA, CA

More in Santa Rosa, CA

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