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Advisor at FOCUS PARTNERS WEALTH, LLC
TRACY, 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 1, 2025 | n/a | yes | TRACY, CA | Current employment |
| CHURCHILL MANAGEMENT GROUP | Former SEC adviser | Jul 16, 2012 | Sep 23, 2025 | no | Tracy, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHURCHILL MANAGEMENT GROUP | FOCUS PARTNERS WEALTH, LLC | Sep 23, 2025 | Jul 1, 2025 | -84 | Bulk transfer | RIA to RIA |