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Advisor at FOCUS PARTNERS WEALTH, LLC
Hamilton, MT
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 3, 2024 | n/a | yes | Hamilton, MT | Current employment |
| HOYLECOHEN, LLC | Former SEC adviser | Jan 5, 2015 | Nov 21, 2024 | no | SAN DIEGO, CA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | May 25, 2010 | Nov 11, 2010 | no | CORONADO, CA | Previous registration |
| BRANDES INVESTMENT PARTNERS, LP | Other adviser | Jul 30, 2003 | Jun 4, 2008 | no | SAN DIEGO, CA | Previous registration |
| NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC | n/a | Oct 19, 1999 | Oct 28, 2002 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HOYLECOHEN, LLC | FOCUS PARTNERS WEALTH, LLC | Nov 21, 2024 | Sep 3, 2024 | -79 | Firm change after gap | RIA to RIA |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | HOYLECOHEN, LLC | Nov 11, 2010 | Jan 5, 2015 | 1,516 | Firm change after gap | Other |
| BRANDES INVESTMENT PARTNERS, LP | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jun 4, 2008 | May 25, 2010 | 720 | Firm change after gap | Other |
| NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC | BRANDES INVESTMENT PARTNERS, LP | Oct 28, 2002 | Jul 30, 2003 | 275 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 141125:159289:CA:2024-11-21 | Nov 21, 2024 | Sep 3, 2024 | SAN DIEGO, CA | Firm change after gap |