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Advisor at FOCUS PARTNERS WEALTH, LLC
Phoenix, AZ
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 | Sep 12, 2024 | n/a | yes | Phoenix, AZ | Current employment |
| HOYLECOHEN, LLC | Former SEC adviser | Dec 24, 2020 | Nov 21, 2024 | no | SAN DIEGO, CA|PHOENIX, AZ | Previous registration |
| STELLAR CAPITAL MANAGEMENT LLC | Former SEC adviser | Jan 4, 2010 | Oct 2, 2020 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HOYLECOHEN, LLC | FOCUS PARTNERS WEALTH, LLC | Nov 21, 2024 | Sep 12, 2024 | -70 | Firm change after gap | RIA to RIA |
| STELLAR CAPITAL MANAGEMENT LLC | HOYLECOHEN, LLC | Oct 2, 2020 | Dec 24, 2020 | 83 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 141125:159289:AZ:2024-11-21 | Nov 21, 2024 | Sep 12, 2024 | PHOENIX, AZ | Firm change after gap |
| 109415:141125:AZ:2020-10-02 | Oct 2, 2020 | Dec 24, 2020 | PHOENIX, AZ | Firm change |