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Advisor at FOCUS PARTNERS WEALTH, LLC
Chicago, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Jan 21, 2026 | n/a | yes | Chicago, IL | Current employment |
| NORTHCOAST ASSET MANAGEMENT LLC | Independent wealth | Jan 4, 2016 | Mar 20, 2026 | no | STAMFORD, CT | Previous registration |
| NORTHCOAST ASSET MANAGEMENT LLC | Independent wealth | Jan 4, 2016 | Dec 31, 2024 | no | STAMFORD, CT | Previous registration |
| KOVITZ INVESTMENT GROUP, LLC | Former SEC adviser | Sep 17, 2003 | Dec 31, 2015 | no | CHICAGO, IL | Previous registration |
| ROTHSCHILD INVESTMENT | Independent wealth | Jan 18, 1996 | Jan 2, 2004 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHCOAST ASSET MANAGEMENT LLC | FOCUS PARTNERS WEALTH, LLC | Mar 20, 2026 | Jan 21, 2026 | -58 | Bulk transfer | RIA to RIA |
| KOVITZ INVESTMENT GROUP, LLC | NORTHCOAST ASSET MANAGEMENT LLC | Dec 31, 2015 | Jan 4, 2016 | 4 | Firm change | Other |
| ROTHSCHILD INVESTMENT | KOVITZ INVESTMENT GROUP, LLC | Jan 2, 2004 | Sep 17, 2003 | -107 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 127880:282241:IL:2015-12-31 | Dec 31, 2015 | Jan 4, 2016 | CHICAGO, IL | Firm change |