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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

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

Branch Locations

111 Central Avenue, Asheville, NC 28801 • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • 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
Davis Financial Planning Asheville NC 02/2022 03/2023
Indiana University Bloomington IN 09/2021 02/2022
Wrightsville Beach Fire Department Wrightsville Beach NC 05/2020 09/2021
Fedex Zionsville IN 05/2019 08/2019
Carmel High School Carmel IN 05/2018 08/2018
Woollett Aquatic Center Irvine CA 05/2014 07/2017
Not Applicable Irvine CA 08/2004 05/2017
University Of North Carolina Wilmington Wilmington NC 09/2018 05/2019
University Of North Carolina Wilmington Wilmington NC 08/2019 05/2020
University Of North Carolina Wilmington Wilmington NC 08/2017 05/2018
Buckingham Strategic Wealth, Llc Clayton MO 04/2023 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 02/2022 → 03/2023
    Davis Financial Planning
    Asheville, NC
  • 09/2021 → 02/2022
    Indiana University
    Bloomington, IN
  • 05/2020 → 09/2021
    Wrightsville Beach Fire Department
    Wrightsville Beach, NC
  • 05/2019 → 08/2019
    Fedex
    Zionsville, IN
  • 05/2018 → 08/2018
    Carmel High School
    Carmel, IN
  • 05/2014 → 07/2017
    Woollett Aquatic Center
    Irvine, CA
  • 08/2004 → 05/2017
    Not Applicable
    Irvine, CA
  • 09/2018 → 05/2019
    University Of North Carolina Wilmington
    Wilmington, NC
  • 08/2019 → 05/2020
    University Of North Carolina Wilmington
    Wilmington, NC
  • 08/2017 → 05/2018
    University Of North Carolina Wilmington
    Wilmington, NC
  • 04/2023 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-05-05 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Asheville, NC
  • 2022-07-31 → 2023-05-05
    Davis Financial Planning
    Asheville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-08
  • S65 Uniform Investment Adviser Law Examination
    2022-07-08

View on SEC IAPD

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