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

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom 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

May 31, 2022

First registration

May 31, 2022

Dual registered

no

IAPD individual key

7476069

• Occurred

  Sep 9, 2024
  Advisor changed firm

  Mark Stephen Pelersi left Rockefeller Capital Management for Focus Partners Wealth, Llc (registered 2024-09-09)

  Form ADVobserved 5 days ago
• Occurred

  Dec 15, 2022
  Advisor changed firm

  Mark Stephen Pelersi left Shade Tree Advisors Llc for Rockefeller Capital Management (registered 2022-12-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1c3b81ce-031f-3c9b-28fc-a94c1aab0a8d

First observed

May 31, 2022

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.