Kevin Robert Tremor

Current Employers

Focus Partners Wealth, Llc

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

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2024-07-02

RI RA
APPROVED

Since 2024-07-02

Branch Locations

24 Albion Rd Suite 440, Lincoln, RI 02865 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Morgan Stanley	Providence	RI	06/2009	03/2021
Briggs Advisory Group, Inc	Lincoln	RI	03/2021	12/2023
Buckingham Strategic Wealth, Llc	Clayton	MO	12/2023	Present
The Colony Group, Llc	Boston	MA	07/2024	Present

06/2009 → 03/2021

Morgan Stanley

Providence, RI
03/2021 → 12/2023

Briggs Advisory Group, Inc

Lincoln, RI
12/2023 → Present

Buckingham Strategic Wealth, Llc

Clayton, MO
07/2024 → Present

The Colony Group, Llc

Boston, MA

Previous Registrations

2023-12-07 → 2024-07-01

Buckingham Strategic Wealth, Llc

St Louis, MO

Lincoln, RI
2021-04-21 → 2023-12-06

Briggs Advisory Group, Inc.

Lincoln, RI

Other Businesses

OCEAN STATE OF MIND TRAVEL, 66 ABBOTT RUN VALLEY ROAD, CUMBERLAND, RI, 02864, NOT INVESTMENT RELATED. TRAVEL BOOKING FOR FAMILY & FRIENDS, 6/1/09, CO-OWNER WITH SPOUSE, 10 HOURS PER MONTH, NONE DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-04-19
S63	Uniform Securities Agent State Law Examination	2007-01-19

S65 Uniform Investment Adviser Law Examination

2021-04-19
S63 Uniform Securities Agent State Law Examination

2007-01-19

View on SEC IAPD