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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-07-01
TX RA APPROVED 2024-07-01
  • MO RA
    APPROVED
    Since 2024-07-01
  • TX 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
Buckingham Strategic Wealth, Llc St. Louis MO 09/2014 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 09/2014 → Present
    Buckingham Strategic Wealth, Llc
    St. Louis, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2014-10-21 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-11-17
  • S63 Uniform Securities Agent State Law Examination
    2010-11-17
Designations

View on SEC IAPD

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