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Investment Adviser Firm Summary
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC ( CRD # 143319/SEC#:801-67641 )
BAM ADVISOR SERVICES, LLC, LORING WARD, FOCUS PARTNERS ADVISOR SOLUTIONS, LLC, CHARLESTON INVESTMENT ADVISORS, BUCKINGHAM STRATEGIC PARTNERS, LLC
View latest Form ADV filedPart 2 BrochuresPart 3 Relationship Summary

The adviser's REGISTRATION status is listed below.

REGISTRATION STATUS
SEC / JURISDICTION
REGISTRATION STATUS
EFFECTIVE DATE
SECApproved2/1/2007
NOTICE FILINGS

Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.

JURISDICTIONEFFECTIVE DATE
Alabama3/26/2007
Alaska3/2/2007
Arizona2/1/2007
Arkansas3/14/2007
California2/1/2007
Colorado2/1/2007
Connecticut2/1/2007
Delaware3/20/2007
District of Columbia2/1/2007
Florida3/1/2007
Georgia2/1/2007
Hawaii2/1/2007
Idaho2/1/2007
Illinois3/7/2007
Indiana2/1/2007
Iowa3/14/2007
Kansas2/1/2007
Kentucky2/1/2007
Louisiana2/1/2007
Maine2/1/2007
Maryland2/1/2007
Massachusetts2/1/2007
Michigan2/1/2007
Minnesota2/1/2007
Mississippi2/1/2007
Missouri2/1/2007
Montana2/1/2007
Nebraska2/1/2007
Nevada2/1/2007
New Hampshire2/1/2007
New Jersey3/15/2007
New Mexico2/1/2007
New York2/1/2007
North Carolina2/1/2007
North Dakota2/1/2007
Ohio2/1/2007
Oklahoma2/1/2007
Oregon2/1/2007
Pennsylvania2/1/2007
Puerto Rico2/1/2007
Rhode Island2/1/2007
South Carolina2/1/2007
South Dakota3/14/2007
Tennessee3/1/2007
Texas3/10/2007
Utah2/1/2007
Vermont2/1/2007
Virginia2/1/2007
Washington2/1/2007
West Virginia2/1/2007
Wisconsin2/1/2007
Wyoming12/12/2018
EXEMPT REPORTING ADVISERS

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

Not Currently an Exempt Reporting Adviser
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.