DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner24 years in industry

STAN P. PURVIS

Advisor at FOCUS PARTNERS WEALTH, LLC

ST. LOUIS, MO | RIDGELAND, MS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e137f078-17cc-24ca-56f5-448a91d3d17b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jan 3, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FOCUS PARTNERS WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 30, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: May 30, 2002
First registration: Jan 3, 2003
Dual registered: no
Other names: STAN PURVIS|STANLEY PURVIS
IAPD individual key: 4521797

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOCUS PARTNERS WEALTH, LLC	Independent wealth	Jul 1, 2024	n/a	yes	RIDGELAND, MS\|ST. LOUIS, MO	Current employment
BUCKINGHAM STRATEGIC WEALTH, LLC	Former SEC adviser	Aug 15, 2019	Jul 1, 2024	no	RIDGELAND, MS\|ST LOUIS, MO	Previous registration
HORNE WEALTH ADVISORS, LLC	Former SEC adviser	Aug 19, 2009	Aug 15, 2019	no	RIDGELAND, MS	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Apr 24, 2006	Nov 12, 2007	no	CHARLOTTE, NC\|JACKSON, MS	Previous registration
TRUSTMARK INVESTMENT ADVISORS, INC.	Former SEC adviser	Apr 19, 2005	May 28, 2009	no	JACKSON, MS	Previous registration
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	n/a	Jul 10, 2003	Feb 18, 2004	no	JACKSON, MS	Previous registration
AMSOUTH INVESTMENT SERVICES, INC.	n/a	Jan 3, 2003	Jul 23, 2003	no	JACKSON, MS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

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
HORNE WEALTH ADVISORS, LLC	BUCKINGHAM STRATEGIC WEALTH, LLC	Aug 15, 2019	Aug 15, 2019	0	Firm change	RIA to ibd
TRUSTMARK INVESTMENT ADVISORS, INC.	UVEST FINANCIAL SERVICES GROUP, INC.	May 28, 2009	Apr 24, 2006	-1,130	Firm change after gap	Other
UVEST FINANCIAL SERVICES GROUP, INC.	HORNE WEALTH ADVISORS, LLC	Nov 12, 2007	Aug 19, 2009	646	Firm change after gap	Other
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	TRUSTMARK INVESTMENT ADVISORS, INC.	Feb 18, 2004	Apr 19, 2005	426	Firm change after gap	Other
AMSOUTH INVESTMENT SERVICES, INC.	AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	Jul 23, 2003	Jul 10, 2003	-13	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
151067:143323:MS:2019-08-15	Aug 15, 2019	Aug 15, 2019	RIDGELAND, MS	Firm change

Relationships

Registered with (7)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
Jul 1, 2024 to presentfactForm ADV
→ BUCKINGHAM STRATEGIC WEALTH, LLCRegistered adviserregistration: previous registration
Aug 15, 2019 to Jul 1, 2024factForm ADV
→ HORNE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 19, 2009 to Aug 15, 2019factForm ADV
→ TRUSTMARK INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Apr 19, 2005 to May 28, 2009factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Apr 24, 2006 to Nov 12, 2007factForm ADV
→ AMSOUTH INVESTMENT MANAGEMENT COMPANY LLCRegistered adviserregistration: previous registration
Jul 10, 2003 to Feb 18, 2004factForm ADV
→ AMSOUTH INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jan 3, 2003 to Jul 23, 2003factForm ADV

Dated events

No dated event names this entity yet.