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Inactive

Lori Sue Stanger

Focus Partners Wealth, LLC

Boston, 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 2020-11-03
  • MA RA
    APPROVED
    Since 2020-11-03

Branch Locations

One Boston Place, 11Th Floor 201 Washington Street, Boston, MA 02108 • 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
Unemployed Newton MA 01/2015 12/2016
Morningside Tech Adv. Newton MA 12/2016 12/2017
Ballentine Partners Llc Waltham MA 04/2018 12/2018
Unemployed Newton MA 12/2017 04/2018
The Colony Group, Llc Boston MA 07/2019 Present
Unemployed Newton MA 01/2019 06/2019
  • 01/2015 → 12/2016
    Unemployed
    Newton, MA
  • 12/2016 → 12/2017
    Morningside Tech Adv.
    Newton, MA
  • 04/2018 → 12/2018
    Ballentine Partners Llc
    Waltham, MA
  • 12/2017 → 04/2018
    Unemployed
    Newton, MA
  • 07/2019 → Present
    The Colony Group, Llc
    Boston, MA
  • 01/2019 → 06/2019
    Unemployed
    Newton, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-31
S63 Uniform Securities Agent State Law Examination 1986-03-21
  • S65 Uniform Investment Adviser Law Examination
    2018-07-31
  • S63 Uniform Securities Agent State Law Examination
    1986-03-21
Other Names
  • Lori Sue Orleck

View on SEC IAPD

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JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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