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Tyler William Rich

Focus Partners Wealth, LLC

Wellesley, 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 2024-03-06
  • MA RA
    APPROVED
    Since 2024-03-06

Branch Locations

93 Worcester Street 4Th Floor, Wellesley, MA 02481 • 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
Gw & Wade, Llc Wellesley MA 10/2017 02/2021
Pricewaterhousecoopers Llp Boston MA 09/2011 10/2017
Gw & Wade, Llc Wellesley MA 02/2021 03/2024
Gw & Wade Asset Management Company, Llc Wellesley MA 10/2017 12/2023
The Colony Group, Llc Boston MA 03/2024 Present
  • 10/2017 → 02/2021
    Gw & Wade, Llc
    Wellesley, MA
  • 09/2011 → 10/2017
    Pricewaterhousecoopers Llp
    Boston, MA
  • 02/2021 → 03/2024
    Gw & Wade, Llc
    Wellesley, MA
  • 10/2017 → 12/2023
    Gw & Wade Asset Management Company, Llc
    Wellesley, MA
  • 03/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2018-10-16 → 2024-03-21
    Gw & Wade, Llc
    Wellesley, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-24
  • S66 Uniform Combined State Law Examination
    2018-05-24

View on SEC IAPD

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