DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FOCUS PARTNERS WEALTH, LLC
Pittsburg, PA
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 | Jan 13, 2026 | n/a | yes | Pittsburg, PA | Current employment |
| NORTHCOAST ASSET MANAGEMENT LLC | Independent wealth | Jan 4, 2025 | Mar 20, 2026 | no | Pittsburgh, PA | Previous registration |
| NORTHCOAST ASSET MANAGEMENT LLC | Independent wealth | Nov 5, 2024 | Dec 31, 2024 | no | PITTSBURGH, PA | Previous registration |
| FORT PITT CAPITAL GROUP, LLC | Former SEC adviser | Jan 10, 2024 | Nov 4, 2024 | no | PITTSBURGH, PA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Mar 16, 2021 | Dec 26, 2023 | no | PITTSBURGH, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 22, 2019 | Mar 4, 2021 | no | PITTSBURGH, PA|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHCOAST ASSET MANAGEMENT LLC | FOCUS PARTNERS WEALTH, LLC | Mar 20, 2026 | Jan 13, 2026 | -66 | Bulk transfer | RIA to RIA |
| FORT PITT CAPITAL GROUP, LLC | NORTHCOAST ASSET MANAGEMENT LLC | Nov 4, 2024 | Nov 5, 2024 | 1 | Bulk transfer | RIA to RIA |
| PNC WEALTH MANAGEMENT | FORT PITT CAPITAL GROUP, LLC | Dec 26, 2023 | Jan 10, 2024 | 15 | Firm change | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | PNC WEALTH MANAGEMENT | Mar 4, 2021 | Mar 16, 2021 | 12 | Firm change | Wirehouse to ibd |