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Advisor at FOCUS PARTNERS WEALTH, LLC
IRVINE, CA | 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 11, 2024 | n/a | yes | IRVINE, CA|ST. LOUIS, MO | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Apr 8, 2016 | Nov 14, 2024 | no | Irvine, CA|ST LOUIS, MO | Previous registration |
| MADRONA FINANCIAL & CPAS | Independent wealth | Oct 13, 2011 | Apr 1, 2016 | no | ORANGE, CA|RIVERSIDE, CA | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Oct 18, 2010 | Sep 26, 2011 | no | Thousand Oaks, CA|ORANGE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH, LLC | FOCUS PARTNERS WEALTH, LLC | Nov 14, 2024 | Jul 11, 2024 | -126 | Bulk transfer | RIA to RIA |
| MADRONA FINANCIAL & CPAS | BUCKINGHAM STRATEGIC WEALTH, LLC | Apr 1, 2016 | Apr 8, 2016 | 7 | Firm change | Other |
| THRIVENT INVESTMENT MANAGEMENT INC. | MADRONA FINANCIAL & CPAS | Sep 26, 2011 | Oct 13, 2011 | 17 | Firm change | Other |