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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

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

150 W. Main Street, Norfolk, VA 23510 • 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
Buckingham Strategic Wealth Clayton MO 06/2022 06/2024
The Sara Duncan Team Norfolk VA 09/2020 05/2022
Virginia Mennonite Missions Harrisonburg VA 06/2018 06/2020
The Center For Faith And Leadership Fredericksburg VA 05/2017 06/2018
Shirley'S Gourmey Popcorn Harrisonburg VA 05/2016 05/2017
James Madison University Harrisonburg VA 08/2014 05/2017
Focus Partners Wealth, Llc Clayton MO 07/2024 Present
  • 06/2022 → 06/2024
    Buckingham Strategic Wealth
    Clayton, MO
  • 09/2020 → 05/2022
    The Sara Duncan Team
    Norfolk, VA
  • 06/2018 → 06/2020
    Virginia Mennonite Missions
    Harrisonburg, VA
  • 05/2017 → 06/2018
    The Center For Faith And Leadership
    Fredericksburg, VA
  • 05/2016 → 05/2017
    Shirley'S Gourmey Popcorn
    Harrisonburg, VA
  • 08/2014 → 05/2017
    James Madison University
    Harrisonburg, VA
  • 07/2024 → Present
    Clayton, MO
Previous Registrations
  • 2023-12-08 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    Norfolk, VA
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-08
  • S65 Uniform Investment Adviser Law Examination
    2023-12-08
Designations

View on SEC IAPD

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