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Donald Mathews Harris

Focus Partners Wealth, LLC

Washington, DC

Bethesda, MD

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2024-10-04
MD RA APPROVED 2024-09-03
  • DC RA
    APPROVED
    Since 2024-10-04
  • MD RA
    APPROVED
    Since 2024-09-03

Branch Locations

900 17Th Street, Nw Suite 920, Washington, DC 20006 • United States

7475 Wisconsin Avenue Suite 1100, Bethesda, MD 20814 • 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
The Colony Group, Llc Boston MA 02/2022 Present
Sterling Capital Management Llc Washington DC 07/2004 02/2022
Previous Registrations
  • 2022-07-20 → 2024-01-06
    Focus Partners Wealth, Llc
    Bethesda, MD
    Washington, DC
  • 2012-05-15 → 2022-02-08
    Sterling Capital Management Llc
    Washington, DC
  • 2004-08-16 → 2010-10-28
    Bb&T Asset Management, Inc.
    Washington, DC
  • 1998-02-20 → 2004-08-06
    De Garmo & Kelleher
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-06-26
  • S65 Uniform Investment Adviser Law Examination
    1997-06-26
Designations
Other Names
  • Donald Harris
  • Don Harris

View on SEC IAPD

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BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

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