DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FOCUS PARTNERS WEALTH, LLC
ST. LOUIS, MO | CASPER, WY
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|CASPER, WY | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Oct 28, 2015 | Nov 14, 2024 | no | Casper, WY|ST LOUIS, MO | Previous registration |
| ASSET STRATEGIES, INC. | Former SEC adviser | Sep 22, 2014 | Oct 27, 2015 | no | AVON, CT | Previous registration |
| WEALTH ADVISORS NETWORK, INC. | Independent wealth | Aug 6, 2004 | Mar 29, 2005 | no | GERING, NE | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Apr 11, 2000 | Jan 28, 2003 | no | GEING, NE | 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 |
| ASSET STRATEGIES, INC. | BUCKINGHAM STRATEGIC WEALTH, LLC | Oct 27, 2015 | Oct 28, 2015 | 1 | Firm change | Other |
| WEALTH ADVISORS NETWORK, INC. | ASSET STRATEGIES, INC. | Mar 29, 2005 | Sep 22, 2014 | 3,464 | Firm change after gap | Other |
| AVANTAX ADVISORY SERVICES | WEALTH ADVISORS NETWORK, INC. | Jan 28, 2003 | Aug 6, 2004 | 556 | Firm change after gap | Other |