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Inactive

Gary Allan Herz

Focus Partners Wealth, LLC

Parsippany, NJ

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-11-19
NJ RA APPROVED 2024-11-07
TX RA APPROVED 2024-11-07
  • CT RA
    APPROVED
    Since 2024-11-19
  • NJ RA
    APPROVED
    Since 2024-11-07
  • TX RA
    APPROVED
    Since 2024-11-07

Branch Locations

4 Campus Drive Suite 304, Parsippany, NJ 07054 • 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
Wechter Feldman Wealth Management, Inc. Parsippany NJ 12/1997 10/2021
Gyl Financial Synergies West Hartford CT 10/2021 11/2024
Focus Partners Wealth, Llc St. Louis MO 11/2024 Present
  • 12/1997 → 10/2021
    Wechter Feldman Wealth Management, Inc.
    Parsippany, NJ
  • 10/2021 → 11/2024
    Gyl Financial Synergies
    West Hartford, CT
  • 11/2024 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
  • 2021-10-04 → 2024-12-06
    Gyl Financial Synergies, Llc
    Parsippany, NJ
    West Hartford, CT
    Parsippany, NJ
  • 2007-11-30 → 2021-10-01
    Wechter Feldman Wealth Management, Inc.
    Parsippany, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-11-20
  • S63 Uniform Securities Agent State Law Examination
    1990-11-20
Designations

View on SEC IAPD

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Other Offices

HENNION & WALSH ASSET MANAGEMENT, INC. · PARSIPPANY, NJ
M.K. BYRNE & CO. LLC · PARSIPPANY, NJ
CORE PLANNING · Parsippany, NJ
LPL FINANCIAL LLC · PARSIPPANY, NJ
FGH INVESTMENT ADVISORS, LLC · PARSIPPANY, NJ
CETERA INVESTMENT ADVISERS LLC · PARSIPPANY, NJ
PFS INVESTMENTS INC. · PARSIPPANY, NJ
RONALD GELOK & ASSOCIATES, LLC · Parsippany, NJ

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