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Advisor at FOCUS PARTNERS WEALTH, LLC
Manchester-by-the-Sea, MA
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 | Manchester-by-the-Sea, MA | Current employment |
| HOYLECOHEN, LLC | Former SEC adviser | Feb 3, 2017 | Nov 21, 2024 | 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 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 141125:159289:CA:2024-11-21 | Nov 21, 2024 | Sep 3, 2024 | SAN DIEGO, CA | Firm change after gap |