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Inactive

Grant Carver

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 2024-03-01
  • CA RA
    APPROVED
    Since 2024-03-01

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
Gw & Wade, Llc Palo Alto CA 03/2023 03/2024
Cliftonlarsonallen Llp Walnut Creek CA 01/2022 03/2023
Sweeney Kovar Llp Danville CA 01/2020 01/2022
Saint Mary's College Of California Moraga CA 09/2019 12/2021
Santa Barbara City College Santa Barbara CA 05/2018 09/2019
Diablo Valley College Pleasant Hill CA 02/2017 05/2018
Brigham Young University, Hawaii Laei HI 09/2016 11/2017
Unemployed Danville CA 01/2013 09/2016
The Colony Group, Llc Boston MA 03/2024 Present
  • 03/2023 → 03/2024
    Gw & Wade, Llc
    Palo Alto, CA
  • 01/2022 → 03/2023
    Cliftonlarsonallen Llp
    Walnut Creek, CA
  • 01/2020 → 01/2022
    Sweeney Kovar Llp
    Danville, CA
  • 09/2019 → 12/2021
    Saint Mary's College Of California
    Moraga, CA
  • 05/2018 → 09/2019
    Santa Barbara City College
    Santa Barbara, CA
  • 02/2017 → 05/2018
    Diablo Valley College
    Pleasant Hill, CA
  • 09/2016 → 11/2017
    Brigham Young University, Hawaii
    Laei, HI
  • 01/2013 → 09/2016
    Unemployed
    Danville, CA
  • 03/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2024-01-26 → 2024-03-21
    Gw & Wade, Llc
    Wellesley, MA
    Palo Alto, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-26
  • S65 Uniform Investment Adviser Law Examination
    2024-01-26

View on SEC IAPD

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DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
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