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Advisor at FOCUS PARTNERS WEALTH, LLC
Bethesda, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Feb 21, 2018 | n/a | yes | Bethesda, MD | Current employment |
| BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC | Former SEC adviser | Jan 17, 2014 | Mar 5, 2018 | no | BETHESDA, MD | Previous registration |
| MARYLAND CAPITAL MANAGEMENT, LLC | Former SEC adviser | Feb 2, 2005 | Dec 12, 2013 | no | TOWSON, MD|BALTIMORE, MD | Previous registration |
| MARYLAND CAPITAL MANAGEMENT INC | n/a | Nov 15, 1999 | Nov 30, 2004 | no | BALTIMORE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC | FOCUS PARTNERS WEALTH, LLC | Mar 5, 2018 | Feb 21, 2018 | -12 | Firm change | Other |
| MARYLAND CAPITAL MANAGEMENT, LLC | BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC | Dec 12, 2013 | Jan 17, 2014 | 36 | Firm change | Other |
| MARYLAND CAPITAL MANAGEMENT INC | MARYLAND CAPITAL MANAGEMENT, LLC | Nov 30, 2004 | Feb 2, 2005 | 64 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152965:159289:MD:2018-03-05 | Mar 5, 2018 | Feb 21, 2018 | BETHESDA, MD | Firm change |