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Advisor at FOCUS ADVISOR SOLUTIONS, LLC
ST. LOUIS, MO | San Jose, 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 ADVISOR SOLUTIONS, LLC | Independent wealth | Dec 13, 2018 | n/a | yes | ST. LOUIS, MO|San Jose, CA | Current employment |
| LWI FINANCIAL INC. | Former SEC adviser | Jul 16, 2018 | Dec 13, 2018 | no | SAN JOSE, CA | Previous registration |
| BELLATORE FINANCIAL, INC. | Independent wealth | Mar 30, 2012 | Jun 28, 2018 | no | SAN JOSE, CA|SAN JOSE, CA|SAN JOSE, CA | Previous registration |
| BELLATORE FINANCIAL, INC. | Independent wealth | Dec 12, 2007 | Sep 18, 2009 | no | THE WOODLANDS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LWI FINANCIAL INC. | FOCUS ADVISOR SOLUTIONS, LLC | Dec 13, 2018 | Dec 13, 2018 | 0 | Firm change | Ibd to RIA |
| BELLATORE FINANCIAL, INC. | LWI FINANCIAL INC. | Jun 28, 2018 | Jul 16, 2018 | 18 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111861:143319:CA:2018-12-13 | Dec 13, 2018 | Dec 13, 2018 | SAN JOSE, CA | Firm change |