Robert Allen Stone

Current Employers

Focus Partners Wealth, Llc

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2026-01-07

MI RA
APPROVED

Since 2026-01-07

Branch Locations

Two Towne Square Suite 800, Southfield, MI 48076 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Telemus Capital Llc	Southfield	MI	08/2013	03/2024
Kovitz Investment Group Partners, Llc	Southfield	MI	03/2024	Present
Focus Partners Wealth, Llc	St. Louis	MO	01/2026	Present

08/2013 → 03/2024

Telemus Capital Llc

Southfield, MI
03/2024 → Present

Kovitz Investment Group Partners, Llc

Southfield, MI
01/2026 → Present

Focus Partners Wealth, Llc

St. Louis, MO

Previous Registrations

2025-01-08 → 2026-03-20

Northcoast Asset Management Llc

Southfield, MI
2024-03-27 → 2024-12-31

Northcoast Asset Management Llc

Southfield, MI
2013-09-13 → 2024-03-21

Telemus Capital, Llc

Southfield, MI
2010-09-01 → 2013-09-12

Telemus Investment Management, Llc

Southfield, MI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-06-22
S63	Uniform Securities Agent State Law Examination	1987-07-24

S65 Uniform Investment Adviser Law Examination

2010-06-22
S63 Uniform Securities Agent State Law Examination

1987-07-24

View on SEC IAPD

Current Employers

Focus Partners Wealth, Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

Other Offices

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