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Michael Cameron O'LEary

Focus Partners Wealth, LLC

Bethesda, MD

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-01-14
MD RA APPROVED 2025-08-02
  • DC RA
    APPROVED
    Since 2026-01-14
  • MD RA
    APPROVED
    Since 2025-08-02

Branch Locations

7475 Wisconsin Ave Suite 1100, Bethesda, MD 20814 • 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 07/2024 Present
The Colony Group, Llc Boston MA 05/2021 06/2024
Lowell Blake & Associates Boston MA 10/2018 04/2021
State Street Bank Quincy MA 02/2016 10/2018
  • 07/2024 → Present
    St. Louis, MO
  • 05/2021 → 06/2024
    The Colony Group, Llc
    Boston, MA
  • 10/2018 → 04/2021
    Lowell Blake & Associates
    Boston, MA
  • 02/2016 → 10/2018
    State Street Bank
    Quincy, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-01
  • S65 Uniform Investment Adviser Law Examination
    2025-08-01
Other Names
  • Cam O'LEary

View on SEC IAPD

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