Best Investors Account Sign in
Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-06-11
NH RA APPROVED 2024-06-03
  • MA RA
    APPROVED
    Since 2024-06-11
  • NH RA
    APPROVED
    Since 2024-06-03

Branch Locations

231 Sutton Street Suites 2A And 2B, North Andover, MA 01845 • United States

115 Indian Rock Road, Windham, NH 03087 • 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
Bank Of America, N.A. Burlington MA 04/2015 01/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 04/2015 01/2017
Lincoln Financial Advisors Corporation Boston MA 01/2017 07/2019
Triad Advisors, Llc Norcross GA 07/2019 10/2022
Gwm Advisors, Llc Baton Rouge LA 07/2019 11/2020
Pallas Capital Advisors, Llc Braintree MA 11/2020 10/2022
Connectus Wealth Advisers North Andover MA 09/2023 07/2024
Hemenway Trust Company Salem NH 11/2022 09/2023
The Colony Group, Llc Boston MA 06/2024 Present
  • 04/2015 → 01/2017
    Bank Of America, N.A.
    Burlington, MA
  • 04/2015 → 01/2017
    Burlington, MA
  • 01/2017 → 07/2019
    Lincoln Financial Advisors Corporation
    Boston, MA
  • 07/2019 → 10/2022
    Triad Advisors, Llc
    Norcross, GA
  • 07/2019 → 11/2020
    Gwm Advisors, Llc
    Baton Rouge, LA
  • 11/2020 → 10/2022
    Braintree, MA
  • 09/2023 → 07/2024
    Connectus Wealth Advisers
    North Andover, MA
  • 11/2022 → 09/2023
    Hemenway Trust Company
    Salem, NH
  • 06/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-30
  • S66 Uniform Combined State Law Examination
    2009-12-30

View on SEC IAPD

More in North Andover, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor