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Roger Lewis Millbrook

Focus Partners Wealth, LLC

Grand Ledge, MI

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

Branch Locations

11973 Sweetwater Drive, Grand Ledge, MI 48837 • 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
Siena Accounting, Cpa, Pllc Grand Ledge MI 11/1998 Present
Siena Wealth Advisors Grand Ledge MI 09/2000 10/2021
Hicks Millbrook & Cwayna, Pllc Grand Ledge MI 01/2005 Present
Buckingham Strategic Wealth, Llc Clayton MO 10/2021 Present
Bam Management, Llc Clayton MO 04/2022 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 11/1998 → Present
    Siena Accounting, Cpa, Pllc
    Grand Ledge, MI
  • 09/2000 → 10/2021
    Siena Wealth Advisors
    Grand Ledge, MI
  • 01/2005 → Present
    Hicks Millbrook & Cwayna, Pllc
    Grand Ledge, MI
  • 10/2021 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 04/2022 → Present
    Bam Management, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2021-10-29 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Wlliamston, MI
    Grand Ledge, MI
  • 2010-04-21 → 2021-10-29
    Siena Wealth Advisors
    Grand Ledge, MI
    Grand Ledge, MI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-01-27
  • S63 Uniform Securities Agent State Law Examination
    1999-01-27
Designations

View on SEC IAPD

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