Best Investors Account Sign in
Claim This Profile
Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-04
  • CO RA
    APPROVED
    Since 2026-01-04

Branch Locations

6400 S. Fiddlers Green Circle Suite 1600, Greenwood Village, CO 80111 • 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
Transform Wealth, Llc F.K.A. Carnick & Kubik Group, Llc Denver CO 04/2016 Present
Kovitz Investment Group Partners, Llc Greenwood Village CO 04/2025 Present
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
  • 04/2016 → Present
    Transform Wealth, Llc F.K.A. Carnick & Kubik Group, Llc
    Denver, CO
  • 04/2025 → Present
    Kovitz Investment Group Partners, Llc
    Greenwood Village, CO
  • 01/2026 → Present
    St. Louis, MO
Previous Registrations
  • 2025-04-01 → 2026-03-20
    Greenwood Village, CO
  • 2016-06-10 → 2025-04-03
    Transform Wealth, Llc
    Denver, CO
    Greenwood Village, CO
  • 2015-11-24 → 2016-06-09
    Carnick & Kubik, Llc
    Denver, CO
  • 2013-08-07 → 2015-07-10
    Valued Investment Partners, Llc
    Greenwood Village, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-07
  • S65 Uniform Investment Adviser Law Examination
    2013-08-07
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Greenwood Village, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor