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Lauren Mccollister Ledger

Focus Partners Wealth, LLC

Boston, 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 2023-02-07
  • MA RA
    APPROVED
    Since 2023-02-07

Branch Locations

33 Broad Street Suite 700, Boston, MA 02109 • 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
Cooper Lapman Financial, Llc Boston MA 05/2016 02/2023
The Colony Group, Llc Boston MA 02/2023 Present
  • 05/2016 → 02/2023
    Cooper Lapman Financial, Llc
    Boston, MA
  • 02/2023 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2016-11-10 → 2023-03-08
    Cooper Lapman Financial, Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-10
  • S65 Uniform Investment Adviser Law Examination
    2016-11-10
Designations

View on SEC IAPD

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