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Advisor at FOCUS PARTNERS WEALTH, LLC
ST. LOUIS, MO | LINCOLN, RI
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|LINCOLN, RI | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Dec 6, 2023 | Jul 1, 2024 | no | LINCOLN, RI|ST LOUIS, MO | Previous registration |
| BRIGGS ADVISORY GROUP, INC. | Former SEC adviser | Mar 19, 2018 | Dec 6, 2023 | no | LINCOLN, RI | Previous registration |
| 1ST GLOBAL ADVISORS INC | Former SEC adviser | Feb 27, 2009 | Jun 12, 2018 | no | WARWICK, RI|SWANSEA, MA|LINCOLN, RI|Lincoln, RI | Previous registration |
| BENTLEY WEALTH ADVISORS, LLC | Former SEC adviser | Aug 26, 2008 | Aug 29, 2013 | no | WARWICK, RI | 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 |
| BRIGGS ADVISORY GROUP, INC. | BUCKINGHAM STRATEGIC WEALTH, LLC | Dec 6, 2023 | Dec 6, 2023 | 0 | Firm change | RIA to RIA |
| 1ST GLOBAL ADVISORS INC | BRIGGS ADVISORY GROUP, INC. | Jun 12, 2018 | Mar 19, 2018 | -85 | Firm change after gap | Ibd to new firm |
| BENTLEY WEALTH ADVISORS, LLC | 1ST GLOBAL ADVISORS INC | Aug 29, 2013 | Feb 27, 2009 | -1,644 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 291947:143323:RI:2023-12-06 | Dec 6, 2023 | Dec 6, 2023 | LINCOLN, RI | Firm change |
| 111133:291947:RI:2018-06-12 | Jun 12, 2018 | Mar 19, 2018 | LINCOLN, RI | Firm change after gap |