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Advisor at FOCUS PARTNERS WEALTH, LLC
SOUTHLAKE, TX | MENLO PARK, 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 | MENLO PARK, CA|SOUTHLAKE, TX | Current employment |
| BORDEAUX WEALTH ADVISORS | Former SEC adviser | Apr 14, 2017 | Oct 3, 2025 | no | Southlake, TX|MENLO PARK, CA | Previous registration |
| BROWNSON, REHMUS & FOXWORTH | Former SEC adviser | May 25, 2016 | Apr 5, 2017 | no | MENLO PARK, CA | Previous registration |
| BROWNSON, REHMUS & FOXWORTH, INC. | Independent wealth | Feb 23, 2015 | May 2, 2016 | no | CHICAGO, IL | Previous registration |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Independent wealth | May 24, 2013 | Jun 26, 2014 | no | LOS ANGELES, CA | Previous registration |
| ERNST & YOUNG INVESTMENT ADVISERS LLP | No RAUM reported | Feb 24, 2003 | Oct 20, 2005 | no | BOSTON, MA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Sep 29, 1998 | Jan 17, 2003 | no | OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BORDEAUX WEALTH ADVISORS | FOCUS PARTNERS WEALTH, LLC | Oct 3, 2025 | Jul 2, 2025 | -93 | Channel change | RIA to RIA |
| BROWNSON, REHMUS & FOXWORTH | BORDEAUX WEALTH ADVISORS | Apr 5, 2017 | Apr 14, 2017 | 9 | Firm change | Other |
| BROWNSON, REHMUS & FOXWORTH, INC. | BROWNSON, REHMUS & FOXWORTH | May 2, 2016 | May 25, 2016 | 23 | Channel change | Other |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | BROWNSON, REHMUS & FOXWORTH, INC. | Jun 26, 2014 | Feb 23, 2015 | 242 | Firm change | Other |
| ERNST & YOUNG INVESTMENT ADVISERS LLP | SILVERCREST ASSET MANAGEMENT GROUP LLC | Oct 20, 2005 | May 24, 2013 | 2,773 | Firm change after gap | Other |
| EQUITABLE ADVISORS, LLC | ERNST & YOUNG INVESTMENT ADVISERS LLP | Jan 17, 2003 | Feb 24, 2003 | 38 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283135:287758:CA:2017-04-05 | Apr 5, 2017 | Apr 14, 2017 | MENLO PARK, CA | Firm change |