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John Peter Heslin

Focus Partners Wealth, LLC

Albany, NY

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-06-03
  • NY RA
    APPROVED
    Since 2024-06-03

Branch Locations

3 Atrium Drive, Albany, NY 12205 • 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
Atlas Private Wealth Management, Llc Albany NY 04/2019 05/2024
Bullard Mcleod & Associates, Inc. Albany NY 10/2016 04/2019
Tradition Capital Management, Llc Summit NJ 07/2005 10/2016
The Colony Group, Llc Albany NY 06/2024 Present
  • 04/2019 → 05/2024
    Atlas Private Wealth Management, Llc
    Albany, NY
  • 10/2016 → 04/2019
    Bullard Mcleod & Associates, Inc.
    Albany, NY
  • 07/2005 → 10/2016
    Tradition Capital Management, Llc
    Summit, NJ
  • 06/2024 → Present
    The Colony Group, Llc
    Albany, NY
Previous Registrations
  • 2022-09-02 → 2024-07-01
    Atlas Private Wealth Management, Llc
    Albany, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-02
S63 Uniform Securities Agent State Law Examination 2004-09-20
  • S65 Uniform Investment Adviser Law Examination
    2022-09-02
  • S63 Uniform Securities Agent State Law Examination
    2004-09-20

View on SEC IAPD

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MICHAEL STEPHEN SHAPIRO
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RICHARD JEFFERY ANTHONY
GEORGE NICHOLAS BROWN
JOHN COLE BUFF

Other Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY
MPWM ADVISORY SOLUTIONS LLC · ALBANY, NY
CITIZENS SECURITIES, INC. · ALBANY, NY
LPL FINANCIAL LLC · ALBANY, NY
THE AFFINITY GROUP, LLC · ALBANY, NY
WELLS FARGO CLEARING SERVICES, LLC · ALBANY, NY

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