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Duke Caleb Duncan

Focus Partners Wealth, LLC

Boston, MA

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-10-31
  • MA RA
    APPROVED
    Since 2018-10-31

Branch Locations

2 Atlantic Avenue, Boston, MA 02110 • 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
The Colony Group, Llc Boston MA 08/2017 Present
Standish Management Boston MA 03/2015 08/2017
  • 08/2017 → Present
    The Colony Group, Llc
    Boston, MA
  • 03/2015 → 08/2017
    Standish Management
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-24
  • S65 Uniform Investment Adviser Law Examination
    2018-05-24

View on SEC IAPD

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