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Alicia Temmerman Mchugh

Focus Partners Wealth, LLC

St. Louis, MO

Palo Alto, CA

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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 2024-07-01
  • CA RA
    APPROVED
    Since 2024-07-01

Branch Locations

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

2409 Park Boulevard, Palo Alto, CA 94306 • 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
Loring Ward Holdings, Inc San Jose CA 04/2011 11/2018
Lwi Financial Inc. San Jose CA 09/2010 11/2018
Foreside Financial Services, Llc San Jose CA 10/2018 09/2020
Buckingham Strategic Partners Clayton MO 12/2018 01/2021
Buckingham Strategic Wealth Clayton MO 01/2021 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 04/2011 → 11/2018
    Loring Ward Holdings, Inc
    San Jose, CA
  • 09/2010 → 11/2018
    Lwi Financial Inc.
    San Jose, CA
  • 10/2018 → 09/2020
    Foreside Financial Services, Llc
    San Jose, CA
  • 12/2018 → 01/2021
    Buckingham Strategic Partners
    Clayton, MO
  • 01/2021 → Present
    Buckingham Strategic Wealth
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2021-05-05 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    San Jose, CA
    St Louis, MO
  • 2018-12-13 → 2021-05-17
    Focus Advisor Solutions, Llc
    San Jose, CA
    St. Louis, MO
  • 2011-08-30 → 2018-12-13
    Lwi Financial Inc.
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-19
  • S66 Uniform Combined State Law Examination
    2011-08-19
Other Names
  • Alicia Lynn Temmerman

View on SEC IAPD

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