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Advisor at FOCUS PARTNERS WEALTH, LLC
ST. LOUIS, MO | SHORT HILLS, NJ
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 2, 2024 | n/a | yes | ST. LOUIS, MO|SHORT HILLS, NJ | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Apr 20, 2015 | Nov 14, 2024 | no | SHORT HILLS, NJ|ST LOUIS, MO | Previous registration |
| CLASSIC CAPITAL, INC. | Former SEC adviser | Sep 12, 2007 | Jun 3, 2015 | no | SHORT HILLS, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH, LLC | FOCUS PARTNERS WEALTH, LLC | Nov 14, 2024 | Jul 2, 2024 | -135 | Bulk transfer | RIA to RIA |
| CLASSIC CAPITAL, INC. | BUCKINGHAM STRATEGIC WEALTH, LLC | Jun 3, 2015 | Apr 20, 2015 | -44 | Firm change after gap | Other |