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Shellie Kurek Peters

Focus Partners Wealth, LLC

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
MD RA APPROVED 2018-02-27
TX RA APPROVED 2018-02-27
  • MD RA
    APPROVED
    Since 2018-02-27
  • TX RA
    APPROVED
    Since 2018-02-27

Branch Locations

7475 Wisconsin Avenue Suite 600, 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
Bridgewater Wealth & Financial Management, Llc Bethesda MD 04/2013 12/2017
The Colony Group, Llc Boston MA 01/2018 Present
  • 04/2013 → 12/2017
    Bridgewater Wealth & Financial Management, Llc
    Bethesda, MD
  • 01/2018 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2013-04-23 → 2018-03-05
    Bridgewater Wealth & Financial Management, Llc
    Bethesda, MD
  • 2011-01-04 → 2013-01-18
    M&T Securities, Inc.
    Baltimore, MD
    Bethesda, MD
    York, PA
    Annapolis, MD
  • 2007-03-29 → 2009-02-05
    Deloitte Investment Advisors Llc
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-06
S63 Uniform Securities Agent State Law Examination 1999-11-30
  • S65 Uniform Investment Adviser Law Examination
    2007-03-06
  • S63 Uniform Securities Agent State Law Examination
    1999-11-30
Designations
Other Names
  • Shellie Lyn Kurek

View on SEC IAPD

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