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.

Current firm

FOCUS PARTNERS WEALTH, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 1, 2004earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Oct 21, 2005

First registration

Jan 31, 2020

Dual registered

no

Other names

BRIAN LEE JANES|BRIAN JANES

IAPD individual key

2983598

• Occurred

  Apr 3, 2025
  Advisor changed firm

  Brian Lee Janes left Transform Wealth, Llc for Northcoast Asset Management Llc (registered 2025-04-01)

  Form ADVobserved 6 days ago
• Occurred

  May 22, 2024
  Advisor changed firm

  Brian Lee Janes left Thrivent Investment Management Inc. for Transform Wealth, Llc (registered 2024-06-18)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:350253de-1270-d0ab-9fd6-3a9bd6dae683

First observed

Jan 31, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.