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Tara Leigh Elmaleh

Focus Partners Wealth, LLC

Boca Raton, FL

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-06-25
  • FL RA
    APPROVED
    Since 2019-06-25

Branch Locations

5100 Town Center Circle Tower Ii Suite 150, Boca Raton, FL 33486 • 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
Steinberg Global Asset Management Boca Raton FL 04/2000 04/2019
The Colony Group, Llc Boca Raton FL 05/2019 Present
  • 04/2000 → 04/2019
    Steinberg Global Asset Management
    Boca Raton, FL
  • 05/2019 → Present
    The Colony Group, Llc
    Boca Raton, FL
Previous Registrations
  • 2006-03-14 → 2019-05-31
    Steinberg Global Asset Management Ltd
    Boca Raton, FL
  • 2015-08-21 → 2016-03-29
    Sg Select
    Boca Raton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-18
  • S65 Uniform Investment Adviser Law Examination
    2006-01-18
Other Names
  • Tara Katrosar
  • Tara Leigh Katrosar

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL

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