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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 | Mar 19, 2007 | Jul 1, 2024 | no | ST LOUIS, MO | Previous registration |
| BUCKINGHAM ASSET MANAGEMENT INC | n/a | Sep 12, 2006 | Mar 20, 2007 | no | CLAYTON, MO | Previous registration |
| BRAND ASSET MANAGEMENT GROUP, INC. | Independent wealth | Jan 23, 2003 | Aug 18, 2006 | no | CHESTERFIELD, 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 |
| BUCKINGHAM ASSET MANAGEMENT INC | BUCKINGHAM STRATEGIC WEALTH, LLC | Mar 20, 2007 | Mar 19, 2007 | -1 | Firm change | Other |
| BRAND ASSET MANAGEMENT GROUP, INC. | BUCKINGHAM ASSET MANAGEMENT INC | Aug 18, 2006 | Sep 12, 2006 | 25 | Firm change | Other |