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Advisor at FOCUS PARTNERS WEALTH, LLC
Deerfield, IL
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 | Jan 4, 2026 | n/a | yes | Deerfield, IL | Current employment |
| NORTHCOAST ASSET MANAGEMENT LLC | Independent wealth | May 3, 2024 | Mar 20, 2026 | no | Deerfield, IL | Previous registration |
| NORTHCOAST ASSET MANAGEMENT LLC | Independent wealth | May 3, 2024 | Dec 31, 2024 | no | Deerfield, IL | Previous registration |
| STRATEGIC WEALTH PARTNERS | Former SEC adviser | Feb 10, 2023 | May 6, 2024 | no | DEERFIELD, IL | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Feb 4, 2015 | Feb 11, 2023 | no | VERNON HILLS, IL|ROUND LAKE, IL|ROUND LAKE BEACH, IL|ROUND LAKE BEACH, IL|LIBERTYVILLE, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHCOAST ASSET MANAGEMENT LLC | FOCUS PARTNERS WEALTH, LLC | Mar 20, 2026 | Jan 4, 2026 | -75 | Bulk transfer | RIA to RIA |
| STRATEGIC WEALTH PARTNERS | NORTHCOAST ASSET MANAGEMENT LLC | May 6, 2024 | May 3, 2024 | -3 | Firm change | RIA to RIA |
| J.P. MORGAN SECURITIES LLC | STRATEGIC WEALTH PARTNERS | Feb 11, 2023 | Feb 10, 2023 | -1 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 174052:282241:IL:2024-05-06 | May 6, 2024 | May 3, 2024 | DEERFIELD, IL | Firm change |