Best Investors Account Sign in
Inactive

Joli R Fridman

Focus Partners Wealth, LLC

Deerfield, IL

St. Louis, MO

Claim This Profile
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
TX RA APPROVED 2024-07-01
  • IL RA
    APPROVED
    Since 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-01

Branch Locations

500 Lake Cook Road Suite 205, Deerfield, IL 60015 • 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 01/2018 Present
Stevens Wealth Management Deerfield IL 10/2016 12/2017
Fridman Financial Planning Deerfield IL 01/2000 09/2016
The Colony Group, Llc Boston MA 07/2024 Present
  • 01/2018 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 10/2016 → 12/2017
    Stevens Wealth Management
    Deerfield, IL
  • 01/2000 → 09/2016
    Fridman Financial Planning
    Deerfield, IL
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2018-02-08 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Deerfield, IL
    St Louis, MO
Designations

View on SEC IAPD

Other Firms

MORGAN STANLEY
CAPITAL RESOURCE MANAGEMENT,INC.
ROBERTS, GLORE & CO.
PICKWICK WEALTH MANAGEMENT
OSAIC WEALTH, INC.
WAVERLY ADVISORS, LLC
LPL FINANCIAL LLC
NADLER FINANCIAL GROUP, INC.

Other Investors

DAVID SCOTT PEARLSTEIN
STEVEN SCOTT HOWARD
Farrahlyn S Vo
TIMOTHY PAUL SWIAT
LAURA LEE CARDINAL
PAMELA A CAIN
Amy E Kalas
LANCE PAUL EATON

Other Offices

MORGAN STANLEY · Deerfield, IL
CAPITAL RESOURCE MANAGEMENT,INC. · DEERFIELD, IL
ROBERTS, GLORE & CO. · DEERFIELD, IL
PICKWICK WEALTH MANAGEMENT · DEERFIELD, IL
OSAIC WEALTH, INC. · DEERFIELD, IL
WAVERLY ADVISORS, LLC · Deerfield, IL
LPL FINANCIAL LLC · Deerfield, IL
NADLER FINANCIAL GROUP, INC. · DEERFIELD, IL

More in Deerfield, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor