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Heather Kathleen Gaillard

Focus Partners Wealth, LLC

Menlo Park, 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 2025-07-01
  • CA RA
    APPROVED
    Since 2025-07-01

Branch Locations

1550 El Camino Real Suite 100, Menlo Park, CA 94025 • 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
Bordeaux Wealth Advisors Menlo Park CA 03/2024 07/2025
Pilates V Sunnyvale CA 01/2017 03/2020
Unemployed Palo Alto CA 09/2008 12/2016
Unemployed Palo Alto CA 04/2020 02/2024
Focus Partners Wealth, Llc St. Louis MO 07/2025 Present
  • 03/2024 → 07/2025
    Bordeaux Wealth Advisors
    Menlo Park, CA
  • 01/2017 → 03/2020
    Pilates V
    Sunnyvale, CA
  • 09/2008 → 12/2016
    Unemployed
    Palo Alto, CA
  • 04/2020 → 02/2024
    Unemployed
    Palo Alto, CA
  • 07/2025 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
  • 2024-08-13 → 2025-10-03
    Bordeaux Wealth Advisors
    Menlo Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-12
  • S65 Uniform Investment Adviser Law Examination
    2024-08-12

View on SEC IAPD

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