DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Anthony Cheang

Focus Partners Wealth, LLCindependent RIADenver, Co IA-onlyIAPD 6847088

Feed of 09/14/2026

Also filed as Anthony Jonathan Cheang

At current firm

2 y

since Jul 1, 2024

In the industry

18 y

since Apr 1, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Focus Partners Wealth, LLC independent RIA current
since Jul 1, 2024 · St. Louis, Mo
Buckingham Strategic Wealth, LLC former
Jun 8, 2023 to Nov 14, 2024 · St Louis, Mo
Buck Wealth Strategies, LLC independent RIA
Mar 27, 2023 to May 25, 2023 · Denver, Co
Western Wealth Management LLC independent RIA
Nov 7, 2021 to Apr 5, 2023 · Greenwood Village, Co
LPL Financial LLC BD affiliated
Oct 29, 2020 to Jan 28, 2022 · Greenwood Village, Co
Edward Jones national BD
Jun 29, 2018 to Nov 2, 2020 · Denver, Co

Moves

a registration end followed by a registration begin elsewhere

Buckingham Strategic Wealth, LLC to Focus Partners Wealth, LLC
left Nov 14, 2024, registered Jul 1, 2024 (-136 days) · corporate re-registration, not a move
Buck Wealth Strategies, LLC to Buckingham Strategic Wealth, LLC
left May 25, 2023, registered Jun 8, 2023 (14 days) · RIA to RIA
Western Wealth Management LLC to Buck Wealth Strategies, LLC
left Apr 5, 2023, registered Mar 27, 2023 (-9 days) · RIA to RIA
LPL Financial LLC to Western Wealth Management LLC
left Jan 28, 2022, registered Nov 7, 2021 (-82 days) · Affiliated broker-dealer or bank to independent RIA
Edward Jones to LPL Financial LLC
left Nov 2, 2020, registered Oct 29, 2020 (-4 days) · Affiliated broker-dealer or bank to another

Signals

Anthony Cheang left Buck Wealth Strategies, Llc for Buckingham Strategic Wealth, Llc (registered 2023-06-08)
May 25, 2023 · Advisor changed firm · fact
Anthony Cheang left Western Wealth Management Llc for Buck Wealth Strategies, Llc (registered 2023-03-27)
Apr 5, 2023 · Advisor changed firm · fact
Anthony Cheang left Lpl Financial Llc for Western Wealth Management Llc (registered 2021-11-07)
Jan 28, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address