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Frank Mentone

Focus Partners Wealth, LLC

Coral Gables, FL

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-15
  • FL RA
    APPROVED
    Since 2024-06-15

Branch Locations

95 Merrick Way 3Rd Floor, Coral Gables, FL 33134 • 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
J.P. Morgan Securities Llc New York NY 06/2015 03/2021
Jpmorgan Chase Bank Na New York NY 06/2015 03/2021
Boston Private Wealth Llc Miami FL 03/2021 04/2023
Connectus Wealth Coral Gables FL 04/2023 07/2024
The Colony Group, Llc Boston MA 06/2024 Present
  • 06/2015 → 03/2021
    J.P. Morgan Securities Llc
    New York, NY
  • 06/2015 → 03/2021
    Jpmorgan Chase Bank Na
    New York, NY
  • 03/2021 → 04/2023
    Boston Private Wealth Llc
    Miami, FL
  • 04/2023 → 07/2024
    Connectus Wealth
    Coral Gables, FL
  • 06/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-05-17 → 2024-07-25
    Connectus Wealth
    Coral Gables, FL
  • 2021-04-05 → 2023-04-25
    Svb Wealth
    Miami, FL
    New York, NY
  • 2015-06-29 → 2021-03-19
    J.P. Morgan Securities Llc
    New York, NY
    New York, NY
  • 2014-09-24 → 2015-07-09
    Morgan Stanley
    Greenwich, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-24
  • S66 Uniform Combined State Law Examination
    2014-09-24
Designations
Other Names
  • Frank Mentone

View on SEC IAPD

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