Best Investors Account Sign in
Claim This Profile
Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2013-12-26
MA RA APPROVED 2013-12-02
  • FL RA
    APPROVED
    Since 2013-12-26
  • MA RA
    APPROVED
    Since 2013-12-02

Branch Locations

5150 Tamiami Trail North Suite 601, Naples, FL 34103 • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • 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
The Colony Group, Llc Boston MA 09/2013 Present
  • 09/2013 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
Other Businesses

CFA SOCIETY OF NAPLES, FL - NON-PROFIT ORGANIZATION. MEMBER OF BOARD OF DIRECTORS. INVOLVEMENT: PLAN EVENTS FOR THE SOCIETY, DISCUSS SOCIETY'S FINANCES, AND OTHER VOLUNTEER WORK. 2 HOURS PER MONTH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-23
  • S66 Uniform Combined State Law Examination
    2007-03-23
Designations

View on SEC IAPD

More in Naples, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor