Inactive

Adam Jonathan Schweizer

Focus Partners Wealth, LLC

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Current Employers

Focus Partners Wealth, Llc

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

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2024-07-01

MO RA
APPROVED

Since 2024-07-01

Branch Locations

8182 Maryland Avenue Ste. 500, Clatyon, MO 63105 • 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

Organization	City	State	From	To
Buckingham Asset Management, Llc	Clayton	MO	07/2017	02/2021
Rockwood School District- Rockwood Valley	Wildwood	MO	07/2008	06/2017
Buckingham Strategic Partners	Clayton	MO	02/2021	12/2022
Buckingham Strategic Wealth, Llc	Clayton	MO	12/2022	Present
The Colony Group, Llc	Boston	MO	07/2024	Present

07/2017 → 02/2021

Buckingham Asset Management, Llc

Clayton, MO
07/2008 → 06/2017

Rockwood School District- Rockwood Valley

Wildwood, MO
02/2021 → 12/2022

Buckingham Strategic Partners

Clayton, MO
12/2022 → Present

Buckingham Strategic Wealth, Llc

Clayton, MO
07/2024 → Present

The Colony Group, Llc

Boston, MO

Previous Registrations

2022-12-22 → 2024-07-01

Buckingham Strategic Wealth, Llc

St Louis, MO
2021-12-20 → 2022-12-22

Focus Advisor Solutions, Llc

St. Louis, MO
2017-11-13 → 2021-12-20

Buckingham Strategic Wealth, Llc

St Louis, MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-11-13

S65 Uniform Investment Adviser Law Examination

2017-11-13

View on SEC IAPD

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