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Barry Jon Morgan

Focus Partners Wealth, LLC

Needham, 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 2024-03-06
  • MA RA
    APPROVED
    Since 2024-03-06

Branch Locations

1253 Highland Ave., Needham, MA 02492 • 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 Asset Managent Co., Llc Wellesley MA 10/2009 12/2023
Gw & Wade, Llc. Wellesley MA 10/2009 03/2024
The Colony Group, Llc Boston MA 03/2024 Present
  • 10/2009 → 12/2023
    Gw & Wade Asset Managent Co., Llc
    Wellesley, MA
  • 10/2009 → 03/2024
    Gw & Wade, Llc.
    Wellesley, MA
  • 03/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2018-10-16 → 2024-03-21
    Gw & Wade, Llc
    Wellesley, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-15
  • S66 Uniform Combined State Law Examination
    2011-02-15

View on SEC IAPD

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Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

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