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Adam Willis

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 2024-03-06
  • MA RA
    APPROVED
    Since 2024-03-06

Branch Locations

93 Worcester Street 4Th Floor, Wellesley, MA 02481 • 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
Table Rock Infrastructure Partners Sausalito CA 12/2018 04/2019
Us Senate Election Austin TX 08/2018 11/2018
Trust Advisory Group, Ltd. Woburn MA 05/2019 05/2022
Gw & Wade, Llc Wellesley MA 05/2022 03/2024
Umass Amherst Amherst MA 09/2015 06/2018
Gw & Wade Asset Management Company, Llc Wellesley MA 05/2022 12/2023
The Colony Group, Llc Boston MA 03/2024 Present
  • 12/2018 → 04/2019
    Table Rock Infrastructure Partners
    Sausalito, CA
  • 08/2018 → 11/2018
    Us Senate Election
    Austin, TX
  • 05/2019 → 05/2022
    Trust Advisory Group, Ltd.
    Woburn, MA
  • 05/2022 → 03/2024
    Gw & Wade, Llc
    Wellesley, MA
  • 09/2015 → 06/2018
    Umass Amherst
    Amherst, MA
  • 05/2022 → 12/2023
    Gw & Wade Asset Management Company, Llc
    Wellesley, MA
  • 03/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2022-06-28 → 2024-03-21
    Gw & Wade, Llc
    Wellesley, MA
  • 2019-06-18 → 2022-05-31
    Trust Advisory Group Ltd
    Birmingham, AL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-08-14
S65 Uniform Investment Adviser Law Examination 2019-06-09
  • S63 Uniform Securities Agent State Law Examination
    2019-08-14
  • S65 Uniform Investment Adviser Law Examination
    2019-06-09
Other Names
  • Adan Raboin Willis
  • Adam Raboin Willis

View on SEC IAPD

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PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

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

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