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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

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

Branch Locations

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

8182 Maryland Avenue Suite 500, Clayton, 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
Buckingham Strategic Wealth, Llc Clayton MO 12/2014 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 12/2014 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
Other Businesses

FOR PROFIT OR NOT FOR PROFIT: NOT FOR PROFIT NAME OF OUTSIDE BUSINESS ORGANIZATION: EDEN THEOLOGICAL SENINARY INVESTMENT RELATED: NA ADDRESS OF BUSINESS: 475 EAST LOCKWOOD AVENUE SAINT LOUIS MISSOURI, 63119 NATURE OF BUSINESS: PLANNING SKILLS ON STRATEGIC PLANNING COMMITTEE COMPENSATION FOR ACTIVITY: NO POSITION, TITLE, ASSOCIATION: DIRECTOR START DATE OF RELATIONSHIP: 01/23/2013 NUMBER OF HOURS DEVOTED PER MONTH: 10 QUARTERLY NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 5 DUTIES: PURPOSE - EDEN IS A PROTESTANT, GRADUATE DEGREE GRANTING SEMINARY (EDUCATIONAL INSITUTION) AFFLIATED WITH THE UNITED CHURCH OF CHRIST. ROLE - I WOULD SERVE AS A MEMBER OF THE EDEN'S GOVERNING BODY THE BOARD OF DIRECTORS. SERVING IN THIS CAPACITY GIVES ME THE OPPORTUNITY TO REMAIN ENGAGED IN THE GREATER SAINT LOUIS COMMUNITY WITH AN INSTITUTION I'M FAMILIAR WITH AND COMMITTED TO HELPING AS A VOLUNTEER.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-16
S65 Uniform Investment Adviser Law Examination 2000-11-07
  • S66 Uniform Combined State Law Examination
    2011-09-16
  • S65 Uniform Investment Adviser Law Examination
    2000-11-07
Other Names
  • David R Luckes

View on SEC IAPD

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