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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Dylan Stone Greer

Advisor at FOCUS PARTNERS WEALTH, LLC

ST. LOUIS, MO | ATLANTA, GA

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Search this name across graphsid dfx:ria:5f48c55b-9dc5-6091-7625-d17b855f0178

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 18, 2020 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FOCUS PARTNERS WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Mar 7, 2022
First registration: Jun 18, 2020
Dual registered: no
Other names: Dylan Greer
IAPD individual key: 6770179

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOCUS PARTNERS WEALTH, LLC	Independent wealth	Jul 10, 2024	n/a	yes	ATLANTA, GA\|ST. LOUIS, MO	Current employment
BUCKINGHAM STRATEGIC WEALTH, LLC	Former SEC adviser	Aug 17, 2022	Nov 14, 2024	no	ST LOUIS, MO\|ATLANTA, GA	Previous registration
MANNING & NAPIER ADVISORS, LLC	Mixed wealth	Mar 16, 2022	Jul 7, 2022	no	FAIRPORT, NY\|MARIETTA, GA	Previous registration
CREATIVE PLANNING	Independent wealth	Oct 16, 2020	Jan 3, 2022	no	OVERLAND PARK, KS\|Atlanta, GA	Previous registration
TRUEWEALTH MANAGEMENT	Former SEC adviser	Jun 18, 2020	Oct 8, 2020	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BUCKINGHAM STRATEGIC WEALTH, LLC	FOCUS PARTNERS WEALTH, LLC	Nov 14, 2024	Jul 10, 2024	-127	Bulk transfer	RIA to RIA
MANNING & NAPIER ADVISORS, LLC	BUCKINGHAM STRATEGIC WEALTH, LLC	Jul 7, 2022	Aug 17, 2022	41	Firm change	RIA to RIA
CREATIVE PLANNING	MANNING & NAPIER ADVISORS, LLC	Jan 3, 2022	Mar 16, 2022	72	Firm change	RIA to RIA
TRUEWEALTH MANAGEMENT	CREATIVE PLANNING	Oct 8, 2020	Oct 16, 2020	8	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
111055:105348:GA:2020-10-08	Oct 8, 2020	Oct 16, 2020	ATLANTA, GA	Firm change

Relationships

Registered with (5)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
Jul 10, 2024 to presentfactForm ADV
→ BUCKINGHAM STRATEGIC WEALTH, LLCRegistered adviserregistration: previous registration
Aug 17, 2022 to Nov 14, 2024factForm ADV
→ MANNING & NAPIER ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 16, 2022 to Jul 7, 2022factForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Oct 16, 2020 to Jan 3, 2022factForm ADV
→ TRUEWEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 18, 2020 to Oct 8, 2020factForm ADV

Dated events

Occurred
Jul 7, 2022
Advisor changed firm
Dylan Stone Greer left Manning & Napier Advisors, Llc for Buckingham Strategic Wealth, Llc (registered 2022-08-17)
Form ADVobserved 6 days ago
Occurred
Jan 3, 2022
Advisor changed firm
Dylan Stone Greer left Creative Planning for Manning & Napier Advisors, Llc (registered 2022-03-16)
Form ADVobserved 6 days ago