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Advisor at FOCUS PARTNERS WEALTH, LLC
ST. LOUIS, MO | BELLEVUE, WA
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|BELLEVUE, WA | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Oct 24, 2022 | Nov 14, 2024 | no | ST LOUIS, MO|BELLEVUE, WA | Previous registration |
| DENTAL WEALTH ADVISORS, LLC | Former SEC adviser | May 12, 2015 | Oct 24, 2022 | no | BELLEVUE, WA|KIRKLAND, WA|BELLEVUE, WA | 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 |
| DENTAL WEALTH ADVISORS, LLC | BUCKINGHAM STRATEGIC WEALTH, LLC | Oct 24, 2022 | Oct 24, 2022 | 0 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 127147:143323:WA:2022-10-24 | Oct 24, 2022 | Oct 24, 2022 | BELLEVUE, WA | Firm change |