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Advisor at FOCUS PARTNERS WEALTH, LLC
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|ST. LOUIS, MO | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Oct 11, 2022 | Jul 1, 2024 | no | ST LOUIS, MO | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 30, 2019 | Sep 29, 2022 | no | ST. LOUIS, MO|St. Louis, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH, LLC | FOCUS PARTNERS WEALTH, LLC | Jul 1, 2024 | Jul 1, 2024 | 0 | Bulk transfer | RIA to RIA |
| WELLS FARGO ADVISORS | BUCKINGHAM STRATEGIC WEALTH, LLC | Sep 29, 2022 | Oct 11, 2022 | 12 | Firm change | Wirehouse to RIA |