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Travis Allen Harper

Focus Partners Wealth, LLC

St. Louis, MO

Portland, OR

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-07-01
  • OR RA
    APPROVED
    Since 2024-07-01

Branch Locations

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

1211 Sw 5Th Avenue Suite 1200, Portland, OR 97204 • 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
Raymond James Financial Services, Inc. Portland OR 03/2016 03/2019
Mcgee Wealth Management Portland OR 03/2016 03/2019
Confluence Wealth Management Portland OR 03/2019 11/2020
Buckingham Strategic Wealth, Llc Portland OR 12/2020 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 03/2016 → 03/2019
    Raymond James Financial Services, Inc.
    Portland, OR
  • 03/2016 → 03/2019
    Mcgee Wealth Management
    Portland, OR
  • 03/2019 → 11/2020
    Confluence Wealth Management
    Portland, OR
  • 12/2020 → Present
    Buckingham Strategic Wealth, Llc
    Portland, OR
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2020-12-23 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    Portland, OR
    St Louis, MO
  • 2019-03-12 → 2020-12-23
    Confluence Wealth Management Llc
    Portland, OR
  • 2017-04-13 → 2019-02-28
    Mcgee Wealth Management, Inc.
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-19
  • S66 Uniform Combined State Law Examination
    2014-06-19
Designations

View on SEC IAPD

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Other Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · Kirkwood, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO
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