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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
  • MO RA
    APPROVED
    Since 2024-07-01

Branch Locations

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

400 Sw Longview Blvd Suite 220, Lee's Summit, MO 64081 • 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
Madison Wealth Advisors, Llc Lee'S Summit MO 06/2014 06/2023
Farming Enterprise Marceline Township MO 06/1990 Present
Buckingham Strategic Wealth, Llc Clayton MO 07/2023 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 06/2014 → 06/2023
    Madison Wealth Advisors, Llc
    Lee'S Summit, MO
  • 06/1990 → Present
    Farming Enterprise
    Marceline Township, MO
  • 07/2023 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-07-28 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    Lee'S Summit, MO
    St Louis, MO
  • 2014-06-26 → 2023-07-28
    Madison Wealth Advisors, Llc
    Lee'S Summit, MO
Other Businesses

FARMING ENTERPRISE MARCELINE TOWNSHIP, MO 64658 NON-INVESTMENT RELATED OWNER JUNE 1990 TO PRESENT FARMING OPERATION, RAISE CATTLE AND ROW CROPS TIME SPENT VARIES PER MONTH PER SEASON (5 HOURS IN WINTER MONTHS; 40 HOURS DURING SPRING AND SUMMER) ELITE FAMILY HOLDINGS LLC 527 N 291 HWY SUITE B LIBERTY, MO 64068 NON-INVESTMENT RELATED LLC OWNS BUILDING THAT IS LEASED TO TWO TENANTS SECRETARY / PARTNER DECEMBER 2021 - PRESENT DEVOTES 1 HOUR PER QUARTER FOR QUARTERLY MEETINGS, NOT DURING SECURITIES TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-26
  • S65 Uniform Investment Adviser Law Examination
    2014-06-26
Designations
Other Names
  • Bill Smith

View on SEC IAPD

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