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Advisor at FOCUS PARTNERS WEALTH, LLC
HILTON HEAD ISLAND, SC | 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 4, 2025 | n/a | yes | HILTON HEAD ISLAND, SC|ST. LOUIS, MO | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Nov 5, 2014 | Jul 1, 2024 | no | INDIANAPOLIS, IN|ST LOUIS, MO | Previous registration |
| HUFFORD ADVISORS, LLC | Former SEC adviser | Aug 24, 2012 | Nov 19, 2014 | no | INDIANAPOLIS, IN | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Apr 14, 1999 | Jun 7, 2012 | no | INDIANAPOLIS, IN|FISHERS (INDIANAPOLIS), IN|FISHERS (INDIANAPOLIS), IN|Indianapolis, IN|Indianapolis, IN|Carmel, IN|Fort Wayne, IN|INDIANAPOLIS, IN|Mishawaka, IN|Indianapolis, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH, LLC | FOCUS PARTNERS WEALTH, LLC | Jul 1, 2024 | Aug 4, 2025 | 399 | Bulk transfer | RIA to RIA |
| HUFFORD ADVISORS, LLC | BUCKINGHAM STRATEGIC WEALTH, LLC | Nov 19, 2014 | Nov 5, 2014 | -14 | Channel change | Other |
| CHARLES SCHWAB & CO., INC. | HUFFORD ADVISORS, LLC | Jun 7, 2012 | Aug 24, 2012 | 78 | Firm change | Other |