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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

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

Branch Locations

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

661 Sunnybrook Road Suite 330, Ridgeland, MS 39157 • 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
Mississippi State University Starkville MS 05/2015 07/2020
Local Mortgage Memphis TN 09/2020 08/2022
Buckingham Strategic Wealth, Llc Ridgeland MS 09/2022 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 05/2015 → 07/2020
    Mississippi State University
    Starkville, MS
  • 09/2020 → 08/2022
    Local Mortgage
    Memphis, TN
  • 09/2022 → Present
    Buckingham Strategic Wealth, Llc
    Ridgeland, MS
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-01-30 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Ridgeland, MS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-30
  • S65 Uniform Investment Adviser Law Examination
    2023-01-30

View on SEC IAPD

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