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Peter James Garrigan

Focus Partners Wealth, LLC

Needham, 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 2024-09-06
  • MA RA
    APPROVED
    Since 2024-09-06

Branch Locations

140 Kendrick Street Building B, 3Rd Floor, Needham, MA 02494 • 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
Focus Partners Wealth, Llc Boston MA 03/2024 12/2025
Gw & Wade, Llc Wellesley MA 03/2023 03/2024
Oracle Netsuite Boston MA 06/2022 03/2023
Oracle Netsuite Berkeley Heights NJ 06/2021 06/2022
Rbc Wealth Management Florham Park NJ 05/2019 08/2019
University Of Connecticut Storrs CT 08/2016 05/2020
Unemployed Berkeley Heights NJ 05/2020 06/2021
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
  • 03/2024 → 12/2025
    Focus Partners Wealth, Llc
    Boston, MA
  • 03/2023 → 03/2024
    Gw & Wade, Llc
    Wellesley, MA
  • 06/2022 → 03/2023
    Oracle Netsuite
    Boston, MA
  • 06/2021 → 06/2022
    Oracle Netsuite
    Berkeley Heights, NJ
  • 05/2019 → 08/2019
    Rbc Wealth Management
    Florham Park, NJ
  • 08/2016 → 05/2020
    University Of Connecticut
    Storrs, CT
  • 05/2020 → 06/2021
    Unemployed
    Berkeley Heights, NJ
  • 01/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-26
  • S65 Uniform Investment Adviser Law Examination
    2024-08-26

View on SEC IAPD

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PARK AVENUE SECURITIES LLC
M HOLDINGS SECURITIES, INC.
INTEGRATED WEALTH CONCEPTS LLC
DARROW WEALTH MANAGEMENT
FREEMAN FINANCIAL LLC

Other Investors

MARC ALAN FANDETTI
BRENDAN KEVIN HAYES
SCOTT EVERETT WILSON
William Kurtz O'Connor
MICHELE CHRISTINE CROPLEY
Leonid Berline
Andrew Rudolph Haff
Michael Richard Bradley

Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

More in Needham, MA

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