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Inactive

Joseph D Guerra

Focus Partners Wealth, LLC

Walnut Creek, 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 2025-05-05
TX RA APPROVED 2025-05-05
  • CA RA
    APPROVED
    Since 2025-05-05
  • TX RA
    APPROVED
    Since 2025-05-05

Branch Locations

1646 N. California Blvd. Suite 320, Walnut Creek, CA 94596 • 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
Raymond James & Associates San Antonio TX 07/2023 08/2024
Irg Companies San Antonio TX 07/2021 07/2022
Irg Companies San Antonio TX 06/2022 07/2023
Texas State Tubes San Antonio TX 05/2020 07/2022
Texas State University San Marcos TX 08/2018 12/2022
Unemployed San Antonio TX 01/2012 07/2018
Adero Partners San Antonio TX 03/2025 05/2025
Unemployed San Antonio TX 08/2024 03/2025
Focus Partners Wealth, Llc St. Louis MO 05/2025 Present
  • 07/2023 → 08/2024
    Raymond James & Associates
    San Antonio, TX
  • 07/2021 → 07/2022
    Irg Companies
    San Antonio, TX
  • 06/2022 → 07/2023
    Irg Companies
    San Antonio, TX
  • 05/2020 → 07/2022
    Texas State Tubes
    San Antonio, TX
  • 08/2018 → 12/2022
    Texas State University
    San Marcos, TX
  • 01/2012 → 07/2018
    Unemployed
    San Antonio, TX
  • 03/2025 → 05/2025
    Adero Partners
    San Antonio, TX
  • 08/2024 → 03/2025
    Unemployed
    San Antonio, TX
  • 05/2025 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-29
  • S66 Uniform Combined State Law Examination
    2023-09-29

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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