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Advisor at FOCUS PARTNERS WEALTH, LLC
Seattle, WA
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 4, 2025 | n/a | yes | Seattle, WA | Current employment |
| Merriman | Former SEC adviser | Sep 2, 2020 | Mar 27, 2025 | no | SEATTLE, WA|Bellevue, WA | Previous registration |
| JNBA FINANCIAL ADVISORS, LLC | Independent wealth | May 7, 2019 | Jul 20, 2020 | no | BLOOMINGTON, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Merriman | FOCUS PARTNERS WEALTH, LLC | Mar 27, 2025 | Feb 4, 2025 | -51 | Bulk transfer | RIA to RIA |
| JNBA FINANCIAL ADVISORS, LLC | Merriman | Jul 20, 2020 | Sep 2, 2020 | 44 | Firm change | RIA to RIA |