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Regan Stuart Smith

Focus Partners Wealth, LLC

Walnut Creek, 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 2025-05-05
CO RA APPROVED 2025-05-05
  • CA RA
    APPROVED
    Since 2025-05-05
  • CO RA
    APPROVED
    Since 2025-05-05

Branch Locations

1646 N. California Blvd. Suite 320, Walnut Creek, CA 94596 • 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
Vista Wealth Management Palo Alto CA 07/2015 07/2018
Adero Partners, Llc Pleasanton CA 08/2018 Present
Focus Partners Wealth, Llc Boston MA 05/2025 Present
  • 07/2015 → 07/2018
    Vista Wealth Management
    Palo Alto, CA
  • 08/2018 → Present
    Adero Partners, Llc
    Pleasanton, CA
  • 05/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 2018-08-14 → 2025-06-27
    Adero Partners, Llc
    Palo Alto, CA
    Denver, CO
    Walnut Creek, CA
  • 2017-02-01 → 2018-08-13
    Vista Wealth Management, Llc
    Palo Alto, CA
  • 2015-04-16 → 2016-05-27
    Annex Wealth Management, Llc
    Brookfield, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-23
  • S66 Uniform Combined State Law Examination
    2015-03-23
Designations

View on SEC IAPD

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Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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