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Stephen E Marsters

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
Kp Law, Pc Boston MA 08/2015 09/2019
Gw & Wade, Llc Wellesley MA 09/2019 03/2024
The Colony Group, Llc Boston MA 03/2024 Present
  • 08/2015 → 09/2019
    Kp Law, Pc
    Boston, MA
  • 09/2019 → 03/2024
    Gw & Wade, Llc
    Wellesley, MA
  • 03/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2020-03-09 → 2024-03-21
    Gw & Wade, Llc
    Wellesley, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-08
  • S65 Uniform Investment Adviser Law Examination
    2020-02-08

View on SEC IAPD

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