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Advisor at FOCUS PARTNERS WEALTH, LLC
ST. LOUIS, MO | DENVER, CO
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 | DENVER, CO|ST. LOUIS, MO | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Jun 14, 2023 | Nov 14, 2024 | no | DENVER, CO|ST LOUIS, MO|BALTIMORE, MD | Previous registration |
| SC&H WEALTH | Independent wealth | Dec 15, 2020 | Jun 9, 2023 | no | HUNT VALLEY, MD | 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 |
| SC&H WEALTH | BUCKINGHAM STRATEGIC WEALTH, LLC | Jun 9, 2023 | Jun 14, 2023 | 5 | Firm change | RIA to RIA |