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Advisor at FOCUS PARTNERS WEALTH, LLC
ST. LOUIS, MO | 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 | ST LOUIS, MO|ST. LOUIS, MO | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Dec 21, 2015 | Jul 1, 2024 | no | ST LOUIS, MO | Previous registration |
| FIRST HEARTLAND CONSULTANTS, INC. | Bd affiliated wealth | Aug 1, 2012 | Oct 31, 2013 | no | SAINT CHARLES, MO|SAINT LOUIS, MO | Previous registration |
| EDWARD JONES | National bd RIA | Feb 5, 2007 | Mar 27, 2012 | no | WILDWOOD, MO|FLORISSANT, MO|ST LOUIS, MO | 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 |
| FIRST HEARTLAND CONSULTANTS, INC. | BUCKINGHAM STRATEGIC WEALTH, LLC | Oct 31, 2013 | Dec 21, 2015 | 781 | Firm change after gap | Other |
| EDWARD JONES | FIRST HEARTLAND CONSULTANTS, INC. | Mar 27, 2012 | Aug 1, 2012 | 127 | Firm change | Other |