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Matthew W Bourlier

Focus Partners Wealth, LLC

Indian Harbour Beach, FL

St. Louis, MO

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-11
  • FL RA
    APPROVED
    Since 2024-07-11

Branch Locations

2000 S. Patrick Drive Suite 6, Indian Harbour Beach, FL 32937 • 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
Unversity Of Central Florida Orlando FL 01/2014 08/2017
Unemployed Orlando FL 08/2017 06/2018
Topgolf Orlando FL 06/2018 09/2019
Topgolf Richmond VA 09/2019 11/2020
Aegis Exteriors Destin FL 11/2020 12/2021
Health First Melbourne FL 02/2022 11/2022
Buckingham Strategic Wealth, Llc Clayton MO 11/2022 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 01/2014 → 08/2017
    Unversity Of Central Florida
    Orlando, FL
  • 08/2017 → 06/2018
    Unemployed
    Orlando, FL
  • 06/2018 → 09/2019
    Topgolf
    Orlando, FL
  • 09/2019 → 11/2020
    Topgolf
    Richmond, VA
  • 11/2020 → 12/2021
    Aegis Exteriors
    Destin, FL
  • 02/2022 → 11/2022
    Health First
    Melbourne, FL
  • 11/2022 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-02-12 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Indian Harbour Beach, FL
    St Louis, MO
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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