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Brian S Glick

Focus Partners Wealth, LLC

North Andover, MA

Windham, NH

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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 2024-06-10
NH RA APPROVED 2024-06-04
  • MA RA
    APPROVED
    Since 2024-06-10
  • NH RA
    APPROVED
    Since 2024-06-04

Branch Locations

231 Sutton Street Suites 2A And 2B, North Andover, MA 01845 • United States

115 Indian Rock Road, Windham, NH 03087 • 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
Gagnon Tax Llc Boston MA 10/2015 12/2018
Raphael & Raphael Llp Boston MA 04/2022 10/2022
Self-Employed Andover MA 01/2019 10/2022
Neirg Wealth Management, Llc North Andover MA 11/2022 08/2023
Connectus Wealth Advisers North Andover MA 08/2023 07/2024
The Colony Group, Llc Boston MA 06/2024 Present
  • 10/2015 → 12/2018
    Gagnon Tax Llc
    Boston, MA
  • 04/2022 → 10/2022
    Raphael & Raphael Llp
    Boston, MA
  • 01/2019 → 10/2022
    Self-Employed
    Andover, MA
  • 11/2022 → 08/2023
    Neirg Wealth Management, Llc
    North Andover, MA
  • 08/2023 → 07/2024
    Connectus Wealth Advisers
    North Andover, MA
  • 06/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-08-22 → 2024-07-25
    Connectus Wealth
    Windham, NH
    North Andover, MA
  • 2022-12-08 → 2023-08-31
    Neirg Wealth Management, Llc
    Windham, NH
    North Andover, MA
Designations

View on SEC IAPD

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