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Michael Borzi

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 2024-11-13
  • MA RA
    APPROVED
    Since 2024-11-13

Branch Locations

93 Worcester Street, 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
The Colony Group Wellesley MA 06/2024 Present
Open Text Corp Boston MA 03/2021 06/2024
Kpmg Boston MA 05/2019 03/2021
Rsm Us Llp Charlestowen MA 10/2016 05/2019
Bryant University Boston MA 10/2020 10/2023
  • 06/2024 → Present
    The Colony Group
    Wellesley, MA
  • 03/2021 → 06/2024
    Open Text Corp
    Boston, MA
  • 05/2019 → 03/2021
    Kpmg
    Boston, MA
  • 10/2016 → 05/2019
    Rsm Us Llp
    Charlestowen, MA
  • 10/2020 → 10/2023
    Bryant University
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-04
  • S65 Uniform Investment Adviser Law Examination
    2024-11-04

View on SEC IAPD

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PRAN NATH TIKU
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Other Offices

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

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