Best Investors Account Sign in
Inactive

Roderick Lett Macdonald

Focus Partners Wealth, LLC

South Boston, MA

Claim This Profile
Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2014-10-20
  • MA RA
    APPROVED
    Since 2014-10-20

Branch Locations

South Boston, MA • 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 07/2014 07/2024
Focus Partners Wealth, Llc St. Louis MO 07/2024 12/2025
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
Previous Registrations
  • 2005-01-28 → 2014-12-31
    Long Wharf Investors
    Boston, MA
Other Businesses

I AM ALSO AN OWNER, OFFICER, AND DIRECTOR OF A NUMBER OF COMPANIES WHICH OWN INVESTMENT REAL ESTATE PROPERTIES AND DEVOTE 5-10 HOURS A WEEK TO SUCH ACTIVITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-01-26
  • S65 Uniform Investment Adviser Law Examination
    2005-01-26
Designations

View on SEC IAPD

More in South Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor