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Advisor at FOCUS PARTNERS WEALTH, LLC
Scottsdale, 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 | Jan 21, 2026 | n/a | yes | Scottsdale, AZ | Current employment |
| NORTHCOAST ASSET MANAGEMENT LLC | Independent wealth | Jan 6, 2025 | Mar 20, 2026 | no | Scottsdale, AZ | Previous registration |
| NORTHCOAST ASSET MANAGEMENT LLC | Independent wealth | Jul 24, 2024 | Dec 31, 2024 | no | Scottsdale, AZ | Previous registration |
| TMD WEALTH MANAGEMENT | Former SEC adviser | Oct 2, 2020 | Jul 1, 2024 | no | SCOTTSDALE, AZ | Previous registration |
| ONE CHARLES PRIVATE WEALTH | Former SEC adviser | Jul 12, 2019 | Sep 30, 2020 | no | Scottsdale, AZ | Previous registration |
| TMD & ASSOCIATES, INC. | Former SEC adviser | Feb 7, 2001 | Jul 12, 2019 | no | PHOENIX, AZ|PHOENIX, AZ|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHCOAST ASSET MANAGEMENT LLC | FOCUS PARTNERS WEALTH, LLC | Mar 20, 2026 | Jan 21, 2026 | -58 | Bulk transfer | RIA to RIA |
| TMD WEALTH MANAGEMENT | NORTHCOAST ASSET MANAGEMENT LLC | Jul 1, 2024 | Jul 24, 2024 | 23 | Firm change | RIA to RIA |
| ONE CHARLES PRIVATE WEALTH | TMD WEALTH MANAGEMENT | Sep 30, 2020 | Oct 2, 2020 | 2 | Channel change | RIA to new firm |
| TMD & ASSOCIATES, INC. | ONE CHARLES PRIVATE WEALTH | Jul 12, 2019 | Jul 12, 2019 | 0 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 309514:282241:AZ:2024-07-01 | Jul 1, 2024 | Jul 24, 2024 | SCOTTSDALE, AZ | Firm change |
| 286635:309514:AZ:2020-09-30 | Sep 30, 2020 | Oct 2, 2020 | SCOTTSDALE, AZ | Firm change |
| 113896:286635:AZ:2019-07-01 | Jul 12, 2019 | Jul 12, 2019 | SCOTTSDALE, AZ | Firm change |