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Advisor at FOCUS PARTNERS WEALTH, LLC
Wayne, PA
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 | Nov 7, 2024 | n/a | yes | Wayne, PA | Current employment |
| GYL FINANCIAL SYNERGIES, LLC | Former SEC adviser | Jul 24, 2024 | Dec 6, 2024 | no | WEST HARTFORD, CT|Wayne, PA | Previous registration |
| FLAGSHIP CAPITAL MANAGEMENT INC | Independent wealth | Sep 22, 2008 | Aug 12, 2024 | no | MEDIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GYL FINANCIAL SYNERGIES, LLC | FOCUS PARTNERS WEALTH, LLC | Dec 6, 2024 | Nov 7, 2024 | -29 | Bulk transfer | RIA to RIA |
| FLAGSHIP CAPITAL MANAGEMENT INC | GYL FINANCIAL SYNERGIES, LLC | Aug 12, 2024 | Jul 24, 2024 | -19 | Firm change | RIA to RIA |