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Advisor at FOCUS PARTNERS WEALTH, LLC
FAIRFAX, VA | MIDDLEBURG, VA | 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 | MIDDLEBURG, VA|ST. LOUIS, MO|FAIRFAX, VA | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Aug 26, 2019 | Jul 1, 2024 | no | FAIRFAX, VA|MIDDLEBURG, VA|ST LOUIS, MO | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Jul 11, 2018 | Jun 13, 2019 | no | Bethesda, MD | Previous registration |
| CAPITAL ONE ADVISORS, LLC | Former SEC adviser | Mar 8, 2016 | Jul 11, 2018 | no | Centerville, VA|MCLEAN, VA|McLean, VA | 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 |
| WOODBURY FINANCIAL SERVICES, INC. | BUCKINGHAM STRATEGIC WEALTH, LLC | Jun 13, 2019 | Aug 26, 2019 | 74 | Firm change | Ibd to ibd |
| CAPITAL ONE ADVISORS, LLC | WOODBURY FINANCIAL SERVICES, INC. | Jul 11, 2018 | Jul 11, 2018 | 0 | Bulk transfer | Ibd to ibd |