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Jeffrey Patrick Palleschi

Focus Partners Wealth, LLC

St. Louis, MO

Rochester Hills, MI

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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

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

1055 E South Blvd Suite 230, Rochester Hills, MI 48307 • 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
Plante Moran Financial Advisors Southfield MI 08/2016 12/2019
Baron Wealth Management, Llc Troy MI 01/2020 03/2021
Lifeplan Financial Advisory Group, Llc Rochester Hills MI 05/2021 12/2023
Buckingham Strategic Wealth, Llc Clayton MO 12/2023 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 08/2016 → 12/2019
    Plante Moran Financial Advisors
    Southfield, MI
  • 01/2020 → 03/2021
    Baron Wealth Management, Llc
    Troy, MI
  • 05/2021 → 12/2023
    Lifeplan Financial Advisory Group, Llc
    Rochester Hills, MI
  • 12/2023 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-12-13 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Rochester Hills, MI
    St Louis, MO
  • 2021-05-12 → 2023-12-13
    Life Plan Financial Advisory Group, Llc
    Rochester Hills, MI
  • 2020-01-16 → 2021-03-31
    Baron Wealth Management, Llc
    Troy, MI
  • 2017-03-11 → 2019-12-16
    Plante Moran Financial Advisors
    Southfield, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-11
  • S65 Uniform Investment Adviser Law Examination
    2017-03-11
Designations

View on SEC IAPD

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