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Parker Stephen Walsh

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 2024-12-16
  • MA RA
    APPROVED
    Since 2024-12-16

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 St. Louis MO 11/2024 Present
Sustainable Leaders Investment Management Boston MA 05/2023 08/2023
Arrowside Capital Dover MA 05/2022 08/2022
Liquidsports San Francisco CA 10/2021 01/2022
University Of Richmond Richmond MA 08/2020 05/2024
Unemployed Boston MA 05/2024 11/2024
Dover Sherborn High School Dover MA 08/2016 06/2020
Thrasio Walpole MA 06/2019 08/2019
  • 11/2024 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
  • 05/2023 → 08/2023
    Sustainable Leaders Investment Management
    Boston, MA
  • 05/2022 → 08/2022
    Arrowside Capital
    Dover, MA
  • 10/2021 → 01/2022
    Liquidsports
    San Francisco, CA
  • 08/2020 → 05/2024
    University Of Richmond
    Richmond, MA
  • 05/2024 → 11/2024
    Unemployed
    Boston, MA
  • 08/2016 → 06/2020
    Dover Sherborn High School
    Dover, MA
  • 06/2019 → 08/2019
    Thrasio
    Walpole, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-16
  • S65 Uniform Investment Adviser Law Examination
    2024-10-16

View on SEC IAPD

Other Firms

ARMSTRONG ADVISORY GROUP INC.
OSAIC WEALTH, INC.
GOODMAN ADVISORY GROUP, LLC
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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