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Susan Marion Miller

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 2019-07-09
  • MA RA
    APPROVED
    Since 2019-07-09

Branch Locations

180 Linden Street Suite 8A, Wellesley, MA 02482 • 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
Aurora Financial Advisors, Llc Newton MA 04/2002 02/2019
Focus Partners Wealth, Llc Boston MA 02/2019 Present
Previous Registrations
  • 2002-06-14 → 2019-03-09
    Aurora Financial Advisors, Llc
    Wellesley, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-25
  • S66 Uniform Combined State Law Examination
    2000-09-25
Designations
Other Names
  • Susan Marion O'ROurke
  • Susan M Miller

View on SEC IAPD

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Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
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