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Advisor at FOCUS PARTNERS WEALTH, LLC
ST. LOUIS, MO | MOUNT PLEASANT, SC
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|MOUNT PLEASANT, SC | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Apr 10, 2019 | Nov 14, 2024 | no | MOUNT PLEASANT, SC|ST LOUIS, MO | Previous registration |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | Former SEC adviser | May 4, 2011 | Jul 29, 2019 | no | MT. PLEASANT, SC|NEWTOWN, PA|MT. PLEASANT, SC | Previous registration |
| TILSON FINANCIAL GROUP INC | Independent wealth | Sep 30, 2009 | May 2, 2011 | no | NEW PROVIDENCE, NJ | 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 |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | BUCKINGHAM STRATEGIC WEALTH, LLC | Jul 29, 2019 | Apr 10, 2019 | -110 | Firm change after gap | RIA to ibd |
| TILSON FINANCIAL GROUP INC | MAIN STREET FINANCIAL SOLUTIONS, LLC | May 2, 2011 | May 4, 2011 | 2 | Firm change | Other |