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Rebecca Jordan Winkler

Focus Partners Wealth, LLC

Saint Louis, MO

St. Louis, MO

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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
  • MO RA
    APPROVED
    Since 2024-07-01

Branch Locations

190 Carondelet Plaza Suite 600, Saint Louis, 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
OrganizationCityStateFromTo
Td Ameritrade Fort Worth TX 08/2017 11/2017
Sfmg Wealth Advisors Plano TX 06/2018 10/2018
University Of North Texas Denton TX 08/2016 05/2019
Greencourse Financial Advisors Chesterfield MO 06/2019 09/2020
Greencourse Financial Advisors, Llc Chesterfield MO 06/2020 09/2020
Buckingham Strategic Wealth, Llc Clayton MO 10/2020 07/2024
Focus Partners Wealth, Llc Boston MA 07/2024 Present
  • 08/2017 → 11/2017
    Td Ameritrade
    Fort Worth, TX
  • 06/2018 → 10/2018
    Sfmg Wealth Advisors
    Plano, TX
  • 08/2016 → 05/2019
    University Of North Texas
    Denton, TX
  • 06/2019 → 09/2020
    Greencourse Financial Advisors
    Chesterfield, MO
  • 06/2020 → 09/2020
    Greencourse Financial Advisors, Llc
    Chesterfield, MO
  • 10/2020 → 07/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 2020-10-30 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
  • 2020-07-13 → 2020-10-30
    Greencourse Financial Advisors, Llc
    Chesterfield, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-13
  • S65 Uniform Investment Adviser Law Examination
    2020-07-13
Designations
Other Names
  • Rebecca Boyle
  • Rebecca Jordan Boyle

View on SEC IAPD

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Other Offices

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CETERA INVESTMENT ADVISERS LLC · ST LOUIS, MO
CLARIS ADVISORS, LLC · ST. LOUIS, MO
MORGAN STANLEY · St. Louis, MO
M HOLDINGS SECURITIES, INC. · ST. LOUIS, MO
UMB FINANCIAL SERVICES, INC. · ST. LOUIS, MO
KEB WEALTH ADVISORS · ST. LOUIS, MO
KEB WEALTH ADVISORS · ST. LOUIS, MO

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