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Amy Carol Berry

Focus Partners Wealth, LLC

Norfolk, VA

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
VA RA APPROVED 2024-07-01
  • VA RA
    APPROVED
    Since 2024-07-01

Branch Locations

150 W. Main Street Suite 1860, Norfolk, VA 23510 • 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
Wealthquest Financial Norfolk VA 03/2016 05/2019
Buckingham Strategic Wealth, Llc Clayton MO 05/2019 06/2024
Focus Partners Wealth, Llc Clayton MO 07/2024 Present
  • 03/2016 → 05/2019
    Wealthquest Financial
    Norfolk, VA
  • 05/2019 → 06/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    Focus Partners Wealth, Llc
    Clayton, MO
Previous Registrations
  • 2023-04-06 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    Norfolk, VA
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-06
  • S65 Uniform Investment Adviser Law Examination
    2023-04-06
Designations

View on SEC IAPD

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