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Advisor at FOCUS PARTNERS WEALTH, LLC
ROCHESTER HILLS, MI | ST. LOUIS, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Jul 1, 2024 | n/a | yes | ST. LOUIS, MO|ROCHESTER HILLS, MI | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Dec 13, 2023 | Nov 14, 2024 | no | ST LOUIS, MO|ROCHESTER HILLS, MI | Previous registration |
| LIFE PLAN FINANCIAL ADVISORY GROUP, LLC | Former SEC adviser | Apr 21, 2010 | Dec 13, 2023 | no | ROCHESTER HILLS, MI | Previous registration |
| FSC SECURITIES CORPORATION | Former SEC adviser | Jun 3, 2005 | Jul 21, 2005 | no | ROCHESTER HILLS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH, LLC | FOCUS PARTNERS WEALTH, LLC | Nov 14, 2024 | Jul 1, 2024 | -136 | Bulk transfer | RIA to RIA |
| LIFE PLAN FINANCIAL ADVISORY GROUP, LLC | BUCKINGHAM STRATEGIC WEALTH, LLC | Dec 13, 2023 | Dec 13, 2023 | 0 | Firm change | RIA to RIA |
| FSC SECURITIES CORPORATION | LIFE PLAN FINANCIAL ADVISORY GROUP, LLC | Jul 21, 2005 | Apr 21, 2010 | 1,735 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 131396:143323:MI:2023-12-13 | Dec 13, 2023 | Dec 13, 2023 | ROCHESTER HILLS, MI | Firm change |