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Advisor at FOCUS PARTNERS WEALTH, LLC
Windham, NH | North Andover, MA
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 | Jun 3, 2024 | n/a | yes | North Andover, MA|Windham, NH | Current employment |
| CONNECTUS WEALTH | Former SEC adviser | Aug 22, 2023 | Jul 25, 2024 | no | North Andover, MA|Windham, NH | Previous registration |
| NEIRG WEALTH MANAGEMENT, LLC | Former SEC adviser | Nov 10, 2021 | Aug 31, 2023 | no | NORTH ANDOVER, MA|WINDHAM, NH | Previous registration |
| NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC. | Former SEC adviser | Mar 30, 2021 | Nov 1, 2021 | no | NORTH ANDOVER, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONNECTUS WEALTH | FOCUS PARTNERS WEALTH, LLC | Jul 25, 2024 | Jun 3, 2024 | -52 | Firm change after gap | RIA to RIA |
| NEIRG WEALTH MANAGEMENT, LLC | CONNECTUS WEALTH | Aug 31, 2023 | Aug 22, 2023 | -9 | Channel change | RIA to RIA |
| NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC. | NEIRG WEALTH MANAGEMENT, LLC | Nov 1, 2021 | Nov 10, 2021 | 9 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 133096:317032:MA:2021-11-01 | Nov 1, 2021 | Nov 10, 2021 | NORTH ANDOVER, MA | Firm change |