DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FOCUS PARTNERS WEALTH, LLC
SAN DIEGO, CA
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 | Jul 1, 2025 | n/a | yes | SAN DIEGO, CA | Current employment |
| CHURCHILL MANAGEMENT GROUP | Former SEC adviser | Apr 29, 2010 | Sep 23, 2025 | no | San Diego, CA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Feb 22, 2008 | Apr 29, 2010 | no | Irvine, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHURCHILL MANAGEMENT GROUP | FOCUS PARTNERS WEALTH, LLC | Sep 23, 2025 | Jul 1, 2025 | -84 | Bulk transfer | RIA to RIA |
| CHARLES SCHWAB & CO., INC. | CHURCHILL MANAGEMENT GROUP | Apr 29, 2010 | Apr 29, 2010 | 0 | Firm change | Other |