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Advisor at FOCUS ADVISOR SOLUTIONS, LLC
CLAYTON, 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 | Aug 16, 2024 | n/a | yes | ST. LOUIS, MO|CLAYTON, MO | Current employment |
| FOCUS ADVISOR SOLUTIONS, LLC | Independent wealth | Feb 27, 2023 | n/a | yes | ST. LOUIS, MO | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Feb 27, 2023 | Jul 1, 2024 | no | ST LOUIS, MO | Previous registration |
| EDWARD JONES | National bd RIA | Apr 12, 2013 | Aug 21, 2018 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH, LLC | FOCUS ADVISOR SOLUTIONS, LLC | Jul 1, 2024 | Feb 27, 2023 | -490 | Firm change after gap | RIA to RIA |
| EDWARD JONES | BUCKINGHAM STRATEGIC WEALTH, LLC | Aug 21, 2018 | Feb 27, 2023 | 1,651 | Firm change after gap | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 143323:143319:MO:2024-06-28 | Jul 1, 2024 | Feb 27, 2023 | ST LOUIS, MO | Firm change after gap |