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Daniel Clyde Goldie

Focus Partners Wealth, LLC

Palo Alto, CA

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

Branch Locations

2409 Park Blvd, Palo Alto, CA 94306 • 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
Dan Goldie Financial Services Llc Menlo Park CA 01/2009 01/2019
Buckingham Strategic Wealth,Llc Clayton MO 02/2019 Present
Bam Management, Llc Clayton MO 04/2019 06/2024
The Colony Group, Llc Boston MA 07/2024 Present
  • 01/2009 → 01/2019
    Dan Goldie Financial Services Llc
    Menlo Park, CA
  • 02/2019 → Present
    Buckingham Strategic Wealth,Llc
    Clayton, MO
  • 04/2019 → 06/2024
    Bam Management, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2019-06-13 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Palo Alto, CA
  • 2009-06-17 → 2019-05-31
    Dan Goldie Financial Services Llc
    Palo Alto, CA
  • 2003-10-03 → 2009-07-01
    Partnervest Advisory Services Llc
    Menlo Park, CA
    Santa Barbara, CA
    Santa Barbara, CA
  • 1999-01-14 → 2003-10-13
    Lwi Financial Inc.
    Portola Valley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-01-06
S63 Uniform Securities Agent State Law Examination 1986-06-19
  • S65 Uniform Investment Adviser Law Examination
    1995-01-06
  • S63 Uniform Securities Agent State Law Examination
    1986-06-19
Designations

View on SEC IAPD

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