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Advisor at FOCUS PARTNERS WEALTH, LLC
ALISO VIEJO, CA
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 | Jul 2, 2025 | n/a | yes | ALISO VIEJO, CA | Current employment |
| CHURCHILL MANAGEMENT GROUP | Former SEC adviser | Apr 17, 2006 | Sep 23, 2025 | no | ALISO VIEJO, CA|BEVERLY HILLS, CA|Aliso Viejo, CA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | May 3, 1999 | Jan 25, 2006 | no | NEWPORT BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHURCHILL MANAGEMENT GROUP | FOCUS PARTNERS WEALTH, LLC | Sep 23, 2025 | Jul 2, 2025 | -83 | Bulk transfer | RIA to RIA |
| CHARLES SCHWAB & CO., INC. | CHURCHILL MANAGEMENT GROUP | Jan 25, 2006 | Apr 17, 2006 | 82 | Firm change | Other |