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Ian Douglas Mackinnon

Focus Partners Wealth, LLC

Wayne, PA

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-11
  • PA RA
    APPROVED
    Since 2025-12-11

Branch Locations

100 W Lancaster Ave Suite 105, Wayne, PA 19087 • 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
Unemployed Philadelphia PA 04/2022 10/2022
Edmund Optics, Inc. Barrington NJ 12/2015 04/2022
Attainable Real Estate Iq, Llc Cheltenham PA 01/2025 Present
Wealthbridge Financial Plymouth Mtg PA 11/2022 11/2025
Focus Partners Wealth, Llc St. Louis MO 12/2025 Present
  • 04/2022 → 10/2022
    Unemployed
    Philadelphia, PA
  • 12/2015 → 04/2022
    Edmund Optics, Inc.
    Barrington, NJ
  • 01/2025 → Present
    Attainable Real Estate Iq, Llc
    Cheltenham, PA
  • 11/2022 → 11/2025
    Wealthbridge Financial
    Plymouth Mtg, PA
  • 12/2025 → Present
    St. Louis, MO
Previous Registrations
  • 2023-08-10 → 2025-11-25
    Plymouth Meeting, PA
  • 2023-02-03 → 2023-08-10
    Securian Financial Services, Inc.
    Plymouth Meeting, PA
    St. Paul, MN
Other Businesses

1) DVA FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2023 ADDRESS: 1800 Byberry Rd, Suite 1404, Huntingdon Valley PA 19006, United States DESCRIPTION: Fixed Insurance sales; 2) NAME OF OTHER BUSINESS: ATTAINABLE REAL ESTATE IQ, LLC; INVESTMENT RELATED: NO; ADDRESS: 425 JEFFERSON AVE CHELTENHAM, PA 19012; NATURE OF BUSINESS: REAL ESTATE; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: BUYING, RENOVATING, SELLING OR LEASING AN INVESTMENT PROPERTY;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-19
  • S66 Uniform Combined State Law Examination
    2023-01-19
Other Names
  • Ian Mackinnon

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