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.

Current firm

FOCUS PARTNERS WEALTH, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Feb 27, 2006

First registration

Aug 8, 2023

Dual registered

no

Other names

RACHEL E. HARVEY|RACHEL E. HARVEY|RACHEL E. KNAGGS

IAPD individual key

5042688

• Occurred

  Jul 25, 2024
  Advisor changed firm

  Rachel E. Soka left Connectus Wealth for Focus Partners Wealth, Llc (registered 2024-06-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:11bac350-0847-bd4d-80a7-682f29eb62c6

First observed

Aug 8, 2023

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.