DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FOCUS PARTNERS WEALTH, LLC
ST. LOUIS, MO | WAYNE , PA
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 | WAYNE , PA|ST. LOUIS, MO | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Feb 24, 2023 | Nov 14, 2024 | no | ST LOUIS, MO|PLYMOUTH MEETING, PA | Previous registration |
| CONVERGENT FINANCIAL STRATEGIES LLC | Former SEC adviser | Nov 18, 2014 | Feb 24, 2023 | no | PLYMOUTH MEETING, PA | Previous registration |
| 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 |
| CONVERGENT FINANCIAL STRATEGIES LLC | BUCKINGHAM STRATEGIC WEALTH, LLC | Feb 24, 2023 | Feb 24, 2023 | 0 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 158192:143323:PA:2023-02-24 | Feb 24, 2023 | Feb 24, 2023 | PLYMOUTH MEETING, PA | Firm change |