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Analiese Cos Crane Holmes

Focus Partners Wealth, LLC

Southlake, TX

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
TX RA APPROVED 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-01

Branch Locations

1900 W Kirkwood Blvd Suite 2500C, Southlake, TX 76092 • 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
Texas A&M University College Station TX 08/2015 06/2020
Texas Instruments Dallas TX 07/2020 07/2022
Clintsman Financial Planning Southlake TX 08/2022 12/2022
Buckingham Strategic Wealth, Llc Clayton MO 01/2023 Present
Focus Partners Wealth, Llc St. Louis MO 07/2024 Present
  • 08/2015 → 06/2020
    Texas A&M University
    College Station, TX
  • 07/2020 → 07/2022
    Texas Instruments
    Dallas, TX
  • 08/2022 → 12/2022
    Clintsman Financial Planning
    Southlake, TX
  • 01/2023 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
  • 2023-11-22 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Southlake, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-22
  • S65 Uniform Investment Adviser Law Examination
    2023-11-22

View on SEC IAPD

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