DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner10 years in industry

Allison Margaret Cooley

Advisor at FOCUS PARTNERS WEALTH, LLC

ST. LOUIS, MO | KANSAS CITY, MO

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:fb001932-7fb3-332a-2a98-c148a9beccf6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 29, 2019 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: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Apr 29, 2019
First registration: Apr 29, 2019
Dual registered: no
Other names: Allison Margaret Becker
IAPD individual key: 7076446

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	KANSAS CITY, MO\|ST. LOUIS, MO	Current employment
BUCKINGHAM STRATEGIC WEALTH, LLC	Former SEC adviser	Jan 20, 2022	Jul 1, 2024	no	ST LOUIS, MO\|KANSAS CITY, MO	Previous registration
MANA FINANCIAL LIFE DESIGN	Independent wealth	Dec 8, 2020	Jan 6, 2022	no	GLENDALE, CA\|Overland Park, KS	Previous registration
LEGACY FINANCIAL STRATEGIES, LLC	Independent wealth	Apr 29, 2019	Dec 7, 2020	no	OVERLAND PARK, KS	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
MANA FINANCIAL LIFE DESIGN	BUCKINGHAM STRATEGIC WEALTH, LLC	Jan 6, 2022	Jan 20, 2022	14	Firm change	RIA to RIA
LEGACY FINANCIAL STRATEGIES, LLC	MANA FINANCIAL LIFE DESIGN	Dec 7, 2020	Dec 8, 2020	1	Firm change	RIA to RIA

Relationships

Registered with (4)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
Jul 1, 2024 to presentfactForm ADV
→ BUCKINGHAM STRATEGIC WEALTH, LLCRegistered adviserregistration: previous registration
Jan 20, 2022 to Jul 1, 2024factForm ADV
→ MANA FINANCIAL LIFE DESIGNRegistered adviserregistration: previous registration
Dec 8, 2020 to Jan 6, 2022factForm ADV
→ LEGACY FINANCIAL STRATEGIES, LLCRegistered adviserregistration: previous registration
Apr 29, 2019 to Dec 7, 2020factForm ADV

Dated events

Occurred
Jan 6, 2022
Advisor changed firm
Allison Margaret Cooley left Mana Financial Life Design for Buckingham Strategic Wealth, Llc (registered 2022-01-20)
Form ADVobserved 5 days ago