Best Investors Account Sign in
Inactive

Leigh Elisabeth Capelli

Focus Partners Wealth, LLC

Deerfield, IL

St. Louis, MO

Claim This Profile
Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

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

Branch Locations

500 Lake Cook Road Ste. 205, Deerfield, IL 60015 • 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
Anthonino's Taverna St Louis MO 07/2013 03/2020
Carillon Group Chesterfield MO 03/2016 12/2016
Cornerstone Advisors, Llc Chesterfield MO 06/2017 01/2018
Ameritas Investment Corp Lincoln NE 07/2017 01/2018
Ameritas Life Insurance Corp Lincoln NE 08/2016 01/2018
Buckingham Strategic Wealth, Llc Clayton MO 02/2018 07/2024
Focus Partners Wealth, Llc St. Louis MO 07/2024 Present
  • 07/2013 → 03/2020
    Anthonino's Taverna
    St Louis, MO
  • 03/2016 → 12/2016
    Carillon Group
    Chesterfield, MO
  • 06/2017 → 01/2018
    Cornerstone Advisors, Llc
    Chesterfield, MO
  • 07/2017 → 01/2018
    Ameritas Investment Corp
    Lincoln, NE
  • 08/2016 → 01/2018
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 02/2018 → 07/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
  • 2022-07-05 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Deerfield, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-05
S66 Uniform Combined State Law Examination 2017-09-11
  • S65 Uniform Investment Adviser Law Examination
    2022-07-05
  • S66 Uniform Combined State Law Examination
    2017-09-11
Designations

View on SEC IAPD

Other Firms

MORGAN STANLEY
CAPITAL RESOURCE MANAGEMENT,INC.
ROBERTS, GLORE & CO.
PICKWICK WEALTH MANAGEMENT
OSAIC WEALTH, INC.
WAVERLY ADVISORS, LLC
LPL FINANCIAL LLC
NADLER FINANCIAL GROUP, INC.

Other Investors

DAVID SCOTT PEARLSTEIN
STEVEN SCOTT HOWARD
Farrahlyn S Vo
TIMOTHY PAUL SWIAT
LAURA LEE CARDINAL
PAMELA A CAIN
Amy E Kalas
LANCE PAUL EATON

Other Offices

MORGAN STANLEY · Deerfield, IL
CAPITAL RESOURCE MANAGEMENT,INC. · DEERFIELD, IL
ROBERTS, GLORE & CO. · DEERFIELD, IL
PICKWICK WEALTH MANAGEMENT · DEERFIELD, IL
OSAIC WEALTH, INC. · DEERFIELD, IL
WAVERLY ADVISORS, LLC · Deerfield, IL
LPL FINANCIAL LLC · Deerfield, IL
NADLER FINANCIAL GROUP, INC. · DEERFIELD, IL

More in Deerfield, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor