Best Investors Account Sign in
Inactive

William P Barclay

Focus Partners Wealth, LLC

Nashville, TN

Claim This Profile
Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-08-12
AZ RA APPROVED 2024-05-29
  • TN RA
    APPROVED
    Since 2025-08-12
  • AZ RA
    APPROVED
    Since 2024-05-29

Branch Locations

150 4Th Ave N Suite 1410, Nashville, TN 37219 • 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
Interocean Capital Group Llc Scottsdale AZ 09/2022 05/2024
John Hancock Investment Management Tempe AZ 03/2018 09/2022
Staples Tempe AZ 02/2016 01/2018
Unemployed Tempe AZ 02/2018 02/2018
Focus Partners Wealth, Llc Boston MA 05/2024 Present
  • 09/2022 → 05/2024
    Interocean Capital Group Llc
    Scottsdale, AZ
  • 03/2018 → 09/2022
    John Hancock Investment Management
    Tempe, AZ
  • 02/2016 → 01/2018
    Staples
    Tempe, AZ
  • 02/2018 → 02/2018
    Unemployed
    Tempe, AZ
  • 05/2024 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 2023-05-26 → 2024-07-30
    Interocean Capital
    Scottsdale, AZ
    Nashville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-31
  • S65 Uniform Investment Adviser Law Examination
    2022-12-31
Other Names
  • William P Barclay

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
OCEAN PARK ASSET MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
HIGHTOWER ADVISORS, LLC
SANFORD C. BERNSTEIN & CO., LLC

Other Investors

JOHN STUART PIOVARCY
Robert Michael McMahan
Thaddeus B Corbin
HEATHER BARBOUR
CRYSTAL LYNN BEASTROM
JULIE G SANDBERG
JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

More in Nashville, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor