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Tess Elizabeth Bosley

Focus Partners Wealth, LLC

Denver, CO

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
CO RA APPROVED 2024-10-07
  • CO RA
    APPROVED
    Since 2024-10-07

Branch Locations

1601 Wewatta Street Ste 875, Denver, CO 80202 • 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
Buckingham Strategic Wealth, Llc Clayton MO 12/2022 Present
Spot On The Dock Burlington VT 04/2018 10/2022
University Of Vermont Burlington VT 03/2020 04/2021
Bv'S Grill Nyack NY 09/2016 03/2018
The Colony Group, Llc Boston MA 07/2024 Present
  • 12/2022 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 04/2018 → 10/2022
    Spot On The Dock
    Burlington, VT
  • 03/2020 → 04/2021
    University Of Vermont
    Burlington, VT
  • 09/2016 → 03/2018
    Bv'S Grill
    Nyack, NY
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-07
  • S65 Uniform Investment Adviser Law Examination
    2024-10-07

View on SEC IAPD

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