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Advisor at FOCUS PARTNERS WEALTH, LLC
MATTHEWS, NC | Nashville, TN
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 | MATTHEWS, NC|Nashville, TN | Current employment |
| CHURCHILL MANAGEMENT GROUP | Former SEC adviser | Oct 2, 2023 | Aug 26, 2025 | no | Matthews, NC|Nashville, TN | Previous registration |
| ZACKS INVESTMENT MANAGEMENT, INC. | Mixed wealth | Jun 10, 2015 | Aug 10, 2023 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHURCHILL MANAGEMENT GROUP | FOCUS PARTNERS WEALTH, LLC | Aug 26, 2025 | Jul 1, 2025 | -56 | Firm change after gap | RIA to RIA |
| ZACKS INVESTMENT MANAGEMENT, INC. | CHURCHILL MANAGEMENT GROUP | Aug 10, 2023 | Oct 2, 2023 | 53 | Firm change | RIA to RIA |