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Max Benjamin Haspel

Focus Partners Wealth, LLC

Indian Harbour Beach, FL

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-23
NY RA APPROVED 2021-03-20
MA RA APPROVED 2018-01-24
TX RA APPROVED 2018-01-24
  • FL RA
    APPROVED
    Since 2026-02-23
  • NY RA
    APPROVED
    Since 2021-03-20
  • MA RA
    APPROVED
    Since 2018-01-24
  • TX RA
    APPROVED
    Since 2018-01-24

Branch Locations

2000 S Patrick Drive Suite 6, Indian Harbour Beach, FL 32937 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blue Water Advisors Llc Babylon NY 10/2001 12/2017
Purshe Kaplan Sterling Investments Albany NY 11/2014 12/2017
Focus Partners Wealth, Llc St. Louis MO 01/2018 Present
  • 10/2001 → 12/2017
    Blue Water Advisors Llc
    Babylon, NY
  • 11/2014 → 12/2017
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2018 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
  • 2014-10-08 → 2017-12-31
    Blue Water Advisors
    Babylon, NY
  • 2002-07-02 → 2014-11-25
    Equitable Advisors, Llc
    Babylon, NY
    Bayshore, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-22
S63 Uniform Securities Agent State Law Examination 1998-01-26
  • S65 Uniform Investment Adviser Law Examination
    2001-01-22
  • S63 Uniform Securities Agent State Law Examination
    1998-01-26

View on SEC IAPD

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