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Margaret Rose Watson

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 2022-12-08
  • MA RA
    APPROVED
    Since 2022-12-08

Branch Locations

One Boston Place, 11Th Floor 201 Washington Street, Boston, MA 02108 • 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
Gw & Wade, Llc Wellesley MA 05/2019 05/2021
Deloitte & Touche, Llp Boston MA 09/2017 05/2019
Boston College Boston MA 09/2013 05/2017
Unemployed Hingham MA 06/2017 08/2017
The Colony Group, Llc Boston MA 05/2021 02/2023
Focus Partners Wealth, Llc Boston MA 07/2024 Present
The Colony Group, Llc Boston MA 02/2023 07/2024
  • 05/2019 → 05/2021
    Gw & Wade, Llc
    Wellesley, MA
  • 09/2017 → 05/2019
    Deloitte & Touche, Llp
    Boston, MA
  • 09/2013 → 05/2017
    Boston College
    Boston, MA
  • 06/2017 → 08/2017
    Unemployed
    Hingham, MA
  • 05/2021 → 02/2023
    The Colony Group, Llc
    Boston, MA
  • 07/2024 → Present
    Focus Partners Wealth, Llc
    Boston, MA
  • 02/2023 → 07/2024
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2019-08-29 → 2021-04-30
    Gw & Wade, Llc
    Wellesley, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-29
  • S65 Uniform Investment Adviser Law Examination
    2019-08-29
Designations
Other Names
  • Maggie Watson

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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