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Kory James Reid

Focus Partners Wealth, LLC

St. Louis, MO

Santa Rosa, CA

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

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

Branch Locations

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

3550 Round Barn Blvd Suite 212, Santa Rosa, CA 95403 • 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
Chanticleer San Francisco CA 07/2011 07/2017
Napa High School Napa CA 08/2017 06/2018
Chanticleer San Francisco CA 07/2018 02/2023
Buckingham Strategic Wealth, Llc Clayton MO 02/2023 07/2024
Focus Partners Wealth, Llc St. Louis MO 07/2024 Present
  • 07/2011 → 07/2017
    Chanticleer
    San Francisco, CA
  • 08/2017 → 06/2018
    Napa High School
    Napa, CA
  • 07/2018 → 02/2023
    Chanticleer
    San Francisco, CA
  • 02/2023 → 07/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
  • 2023-04-05 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Santa Rosa, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-05
  • S65 Uniform Investment Adviser Law Examination
    2023-04-05

View on SEC IAPD

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