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Inactive

William J Tricarico

Focus Partners Wealth, LLC

Boca Raton, FL

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-07
  • FL RA
    APPROVED
    Since 2024-10-07

Branch Locations

5100 Town Center Circle Tower Two, Suite 150, Boca Raton, FL 33486 • 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
Morgan Stanley Madison WI 06/2019 12/2019
Sole Swap Sneakers Madison WI 08/2020 08/2021
Horizon Media Inc. New York NY 08/2021 05/2022
Cerity Partners Llc New York NY 06/2022 04/2024
Full-Time Education Rye NY 07/2012 06/2017
Full-Time Education Madison WI 09/2017 05/2021
The Colony Group, Llc Boston MA 07/2024 Present
Unemployed New York NY 04/2024 07/2024
  • 06/2019 → 12/2019
    Morgan Stanley
    Madison, WI
  • 08/2020 → 08/2021
    Sole Swap Sneakers
    Madison, WI
  • 08/2021 → 05/2022
    Horizon Media Inc.
    New York, NY
  • 06/2022 → 04/2024
    Cerity Partners Llc
    New York, NY
  • 07/2012 → 06/2017
    Full-Time Education
    Rye, NY
  • 09/2017 → 05/2021
    Full-Time Education
    Madison, WI
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
  • 04/2024 → 07/2024
    Unemployed
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-16
  • S65 Uniform Investment Adviser Law Examination
    2023-08-16

View on SEC IAPD

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Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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