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John Gordon Heinlein

Focus Partners Wealth, LLC

Hunt Valley, 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
MD RA APPROVED 2024-06-04
TX RA APPROVED 2024-06-04
  • MD RA
    APPROVED
    Since 2024-06-04
  • TX RA
    APPROVED
    Since 2024-06-04

Branch Locations

20 Wight Avenue Suite 155, Hunt Valley, MD 21030 • 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
Horan & Associates Financial Advisors, L Glen Arm MD 04/1995 01/2021
Connectus Wealth Hunt Valley MD 01/2021 07/2024
The Colony Group, Llc Boston MA 06/2024 Present
  • 04/1995 → 01/2021
    Horan & Associates Financial Advisors, L
    Glen Arm, MD
  • 01/2021 → 07/2024
    Connectus Wealth
    Hunt Valley, MD
  • 06/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2021-01-10 → 2024-07-25
    Connectus Wealth
    Hunt Valley, MD
  • 2019-11-08 → 2020-12-31
    Horan Capital Management,Llc
    Hunt Valley, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-08
  • S65 Uniform Investment Adviser Law Examination
    2019-11-08

View on SEC IAPD

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Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD
MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD
BUSH RIVER TRUST, LLC · HUNT VALLEY, MD
OSAIC WEALTH, INC. · HUNT VALLEY, MD
INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD
AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

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