Best Investors Account Sign in
Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-07-01
  • VA RA
    APPROVED
    Since 2024-07-01

Branch Locations

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

112 West Washington Street Suite 204, Middleburg, VA 20118 • United States

11325 Random Hills Road Suite 210, Fairfax, VA 22030 • 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
Focus Wealth Management, Ltd Middleburg VA 12/2015 06/2017
Buckingham Asset Management, Llc Clayton MO 07/2017 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 12/2015 → 06/2017
    Focus Wealth Management, Ltd
    Middleburg, VA
  • 07/2017 → Present
    Buckingham Asset Management, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2017-08-01 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    Fairfax, VA
    Middleburg, VA
    St Louis, MO
  • 2016-11-29 → 2017-08-01
    Focus Wealth Management, Ltd.
    Fairfax, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-16
  • S65 Uniform Investment Adviser Law Examination
    2016-09-16
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in St. Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor