Inactive

Jaswinder Pal Mehra

Focus Partners Wealth, LLC

Claim This Profile

Current Employers

Focus Partners Wealth, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-08-26

CA RA
APPROVED

Since 2024-08-26

Branch Locations

540 Cowper St, 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

Organization	City	State	From	To
Gw & Wade, Llc	Palo Alto	CA	09/2023	03/2024
The Colony Group, Llc	Palo Alto	CA	03/2024	Present
Deloitte	San Francisco	CA	10/2015	08/2020
Unemployed	San Leandro	CA	08/2020	09/2023

09/2023 → 03/2024

Gw & Wade, Llc

Palo Alto, CA
03/2024 → Present

The Colony Group, Llc

Palo Alto, CA
10/2015 → 08/2020

Deloitte

San Francisco, CA
08/2020 → 09/2023

Unemployed

San Leandro, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-08-24

S65 Uniform Investment Adviser Law Examination

2024-08-24

View on SEC IAPD

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