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Joshua Samuel Goldberg

Focus Partners Wealth, LLC

St. Louis, MO

Westport, CT

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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
TX RA APPROVED 2024-11-01
  • CT RA
    APPROVED
    Since 2024-11-19
  • TX RA
    APPROVED
    Since 2024-11-01

Branch Locations

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

55 Post Road West Suite 300, Westport, CT 06880 • 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
Brandeis University Waltham MA 08/2013 05/2017
Axa Advisors, Llc. New York NY 05/2017 08/2018
Gyl Financial Synergies, Llc West Hartford CT 09/2018 Present
Focus Partners Wealth, Llc Saint Louis MO 11/2024 Present
  • 08/2013 → 05/2017
    Brandeis University
    Waltham, MA
  • 05/2017 → 08/2018
    Axa Advisors, Llc.
    New York, NY
  • 09/2018 → Present
    Gyl Financial Synergies, Llc
    West Hartford, CT
  • 11/2024 → Present
    Focus Partners Wealth, Llc
    Saint Louis, MO
Previous Registrations
  • 2018-09-26 → 2024-12-06
    Gyl Financial Synergies, Llc
    West Hartford, CT
    Westport, CT
    West Hartford, CT
  • 2017-11-17 → 2018-08-16
    Equitable Advisors, Llc
    New York, NY
    West Hartford, CT
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-10
  • S66 Uniform Combined State Law Examination
    2017-11-10
Designations

View on SEC IAPD

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