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Daniel Thomas Newquist

Focus Partners Wealth, LLC

St. Louis, MO

Morgan Hill, 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
TX RA APPROVED_RES 2024-07-01
  • CA RA
    APPROVED
    Since 2024-07-01
  • TX RA
    APPROVED_RES
    Since 2024-07-01

Branch Locations

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

17190 Monterey Road Suite 202, Morgan Hill, CA 95037 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Rnp Advisory Services Inc. Morgan Hill CA 01/2006 06/2020
Foothill Securities, Inc. Morgan Hill CA 12/2008 12/2016
Rnp Estate And Insurance, Inc. Morgan Hill CA 01/2006 05/2020
Rnp Advisory Services, Inc. Morgan Hill CA 01/2008 06/2020
Bellatore Financial Inc San Jose CA 02/2008 05/2020
Rnp Estate And Insurance, Inc. (Agent) Morgan Hill CA 10/2000 05/2020
Charter School Of Morgan Hill Foundation Morgan Hill CA 01/2016 05/2020
Securities America, Inc. Morgan Hill CA 12/2016 05/2020
Buckingham Strategic Wealth, Llc Clayton MO 06/2020 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 01/2006 → 06/2020
    Rnp Advisory Services Inc.
    Morgan Hill, CA
  • 12/2008 → 12/2016
    Foothill Securities, Inc.
    Morgan Hill, CA
  • 01/2006 → 05/2020
    Rnp Estate And Insurance, Inc.
    Morgan Hill, CA
  • 01/2008 → 06/2020
    Rnp Advisory Services, Inc.
    Morgan Hill, CA
  • 02/2008 → 05/2020
    Bellatore Financial Inc
    San Jose, CA
  • 10/2000 → 05/2020
    Rnp Estate And Insurance, Inc. (Agent)
    Morgan Hill, CA
  • 01/2016 → 05/2020
    Charter School Of Morgan Hill Foundation
    Morgan Hill, CA
  • 12/2016 → 05/2020
    Securities America, Inc.
    Morgan Hill, CA
  • 06/2020 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2020-07-01 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Morgan Hill, CA
    St Louis, MO
  • 2018-03-26 → 2020-07-01
    Rnp Advisory Services, Inc.
    Morgan Hill, CA
  • 2006-06-22 → 2017-12-31
    Rnp Advisory Services, Inc.
    Morgan Hill, CA
  • 2002-09-27 → 2005-03-31
    Morgan Hill, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-17
S63 Uniform Securities Agent State Law Examination 1999-02-02
  • S66 Uniform Combined State Law Examination
    2002-09-17
  • S63 Uniform Securities Agent State Law Examination
    1999-02-02
Designations

View on SEC IAPD

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