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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist13 years in industry

COREY EUGENE ALTMAN

Advisor at FOCUS PARTNERS WEALTH, LLC

ST. LOUIS, MO | NEW CASTLE, PA

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Search this name across graphsid dfx:ria:7f74f2be-5951-32cb-4c60-ac75349effe6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 7, 2013 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: Mar 6, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Personal Financial Specialist
Exams: S65
First exam: Mar 6, 2013
First registration: Mar 7, 2013
Dual registered: no
IAPD individual key: 6134311

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 1, 2024	n/a	yes	ST. LOUIS, MO\|NEW CASTLE, PA	Current employment
BUCKINGHAM STRATEGIC WEALTH, LLC	Former SEC adviser	Aug 1, 2018	Nov 14, 2024	no	NEW CASTLE, PA\|ST LOUIS, MO	Previous registration
ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC	Former SEC adviser	Jan 5, 2015	Aug 21, 2018	no	NEW CASTLE, PA	Previous registration
OPIS ASSET MANAGEMENT LLC	n/a	Mar 7, 2013	Mar 27, 2015	no	NEW CASTLE, PA	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 1, 2024	-136	Bulk transfer	RIA to RIA
ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC	BUCKINGHAM STRATEGIC WEALTH, LLC	Aug 21, 2018	Aug 1, 2018	-20	Firm change	RIA to RIA
OPIS ASSET MANAGEMENT LLC	ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC	Mar 27, 2015	Jan 5, 2015	-81	Firm change after gap	Other

Relationships

Registered with (4)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
Jul 1, 2024 to presentfactForm ADV
→ BUCKINGHAM STRATEGIC WEALTH, LLCRegistered adviserregistration: previous registration
Aug 1, 2018 to Nov 14, 2024factForm ADV
→ ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Jan 5, 2015 to Aug 21, 2018factForm ADV
→ OPIS ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Mar 7, 2013 to Mar 27, 2015factForm ADV

Dated events

No dated event names this entity yet.