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Sara Beth Cooke

Focus Partners Wealth, LLC

St Louis, MO

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
IL RA APPROVED 2024-07-01
MO RA APPROVED 2024-07-01
  • IL RA
    APPROVED
    Since 2024-07-01
  • MO RA
    APPROVED
    Since 2024-07-01

Branch Locations

8182 Maryland Avenue Suite 500, St Louis, MO 63105 • 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
Morgan Stanley Chicago IL 07/2012 01/2018
Buckingham Asset Management, Llc Clayton MO 01/2018 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 07/2012 → 01/2018
    Morgan Stanley
    Chicago, IL
  • 01/2018 → Present
    Buckingham Asset Management, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2018-02-14 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
  • 2014-12-22 → 2018-01-18
    Morgan Stanley
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-21
S63 Uniform Securities Agent State Law Examination 2009-06-09
  • S65 Uniform Investment Adviser Law Examination
    2014-12-21
  • S63 Uniform Securities Agent State Law Examination
    2009-06-09
Designations
Other Names
  • Sara Beth Creehan

View on SEC IAPD

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