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Connor Michael Mcmahon

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 2025-05-02
  • CA RA
    APPROVED
    Since 2025-05-02

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
Farmers Insurance Fremont CA 01/2016 03/2018
Infinity Securities, Inc. Oakland CA 03/2018 04/2021
Infinity Financial Services Advisory Oakland CA 11/2020 04/2021
Adero Partners, Llc Walnut Creel CA 04/2021 Present
Media Wealth, Llc Walnut Creek CA 04/2025 Present
Focus Partners Wealth, Llc Boston MA 05/2025 Present
  • 01/2016 → 03/2018
    Farmers Insurance
    Fremont, CA
  • 03/2018 → 04/2021
    Infinity Securities, Inc.
    Oakland, CA
  • 11/2020 → 04/2021
    Infinity Financial Services Advisory
    Oakland, CA
  • 04/2021 → Present
    Adero Partners, Llc
    Walnut Creel, CA
  • 04/2025 → Present
    Media Wealth, Llc
    Walnut Creek, CA
  • 05/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 2024-05-01 → 2025-06-27
    Adero Partners, Llc
    Walnut Creek, CA
    Newport Beach, CA
  • 2025-04-14 → 2025-06-27
    Media Wealth
    Newport Beach, CA
  • 2020-11-19 → 2021-05-04
    Infinity Financial Services Advisory
    Oakland, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-31
  • S66 Uniform Combined State Law Examination
    2020-07-31
Designations

View on SEC IAPD

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OSAIC WEALTH, INC.

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DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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