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Advisor at FOCUS PARTNERS WEALTH, LLC
INDIANAPOLIS, IN | PALO ALTO, CA | 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 | INDIANAPOLIS, IN|ST. LOUIS, MO|PALO ALTO, CA | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Feb 24, 2015 | Nov 14, 2024 | no | INDIANAPOLIS, IN|ST LOUIS, MO|PALO ALTO, CA | Previous registration |
| BODIN WEALTH MANAGEMENT L.L.C. | n/a | Feb 16, 2012 | Dec 31, 2012 | no | GREENWOOD, IN | Previous registration |
| BODIN WEALTH MANAGEMENT L.L.C. | n/a | Mar 30, 2011 | Dec 31, 2011 | no | GREENWOOD, IN | 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 |
| BODIN WEALTH MANAGEMENT L.L.C. | BUCKINGHAM STRATEGIC WEALTH, LLC | Dec 31, 2012 | Feb 24, 2015 | 785 | Firm change after gap | Other |