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Mark Michael Bates

Focus Partners Wealth, LLC

Walnut Creek, CA

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-05
  • CA RA
    APPROVED
    Since 2025-05-05

Branch Locations

1646 N. California Blvd. Suite 320, Walnut Creek, CA 94596 • 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
Vista Wealth Management, Llc San Francisco CA 12/2013 07/2018
Adero Partners, Llc Pleasanton CA 08/2018 Present
Focus Partners Wealth, Llc Boston MA 05/2025 Present
  • 12/2013 → 07/2018
    Vista Wealth Management, Llc
    San Francisco, CA
  • 08/2018 → Present
    Adero Partners, Llc
    Pleasanton, CA
  • 05/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 2018-08-14 → 2025-06-27
    Adero Partners, Llc
    Palo Alto, CA
    Orinda, CA
    Walnut Creek, CA
  • 2014-11-12 → 2018-08-13
    Vista Wealth Management, Llc
    San Francisco, CA
Designations

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
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ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
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