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Eric Joseph Berquist

Focus Partners Wealth, LLC

Palo Alto, 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 2025-03-03
  • CA RA
    APPROVED
    Since 2025-03-03

Branch Locations

540 Cowper Street Suite 100, Palo Alto, CA 94301 • 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
G.W. & Wade Llc Palo Alto CA 10/2017 03/2024
Isabel Chiu & Co., Llp Milpitas CA 02/2015 09/2017
The Colony Group, Llc Boston MA 03/2024 Present
  • 10/2017 → 03/2024
    G.W. & Wade Llc
    Palo Alto, CA
  • 02/2015 → 09/2017
    Isabel Chiu & Co., Llp
    Milpitas, CA
  • 03/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2019-03-01 → 2024-03-21
    Gw & Wade, Llc
    Palo Alto, CA
    Wellesley, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-01
  • S65 Uniform Investment Adviser Law Examination
    2019-03-01

View on SEC IAPD

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STRATEGIC ADVISERS LLC · PALO ALTO, CA
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AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
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