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James Thomas Da Silva

Focus Partners Wealth, LLC

Wellesley, MA

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2024-03-19
CA RA APPROVED_RES 2024-03-07
  • MA RA
    APPROVED_RES
    Since 2024-03-19
  • CA RA
    APPROVED_RES
    Since 2024-03-07

Branch Locations

93 Worcester Street 4Th Floor, Wellesley, MA 02481 • 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
Gw & Wade Llc Wellesley MA 08/2010 03/2024
Gw & Wade Asset Management Company Wellesley MA 08/2010 12/2023
The Colony Group, Llc Boston MA 03/2024 Present
  • 08/2010 → 03/2024
    Gw & Wade Llc
    Wellesley, MA
  • 08/2010 → 12/2023
    Gw & Wade Asset Management Company
    Wellesley, MA
  • 03/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2018-11-05 → 2024-03-21
    Gw & Wade, Llc
    Wellesley, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-10-08
  • S63 Uniform Securities Agent State Law Examination
    2004-10-08

View on SEC IAPD

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