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Advisor at FOCUS PARTNERS WEALTH, LLC
Scottsdale, AZ
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 | Nov 25, 2024 | n/a | yes | Scottsdale, AZ | Current employment |
| VERSANT CAPITAL MANAGEMENT, INC. | Independent wealth | Oct 11, 2022 | Nov 8, 2024 | no | PHOENIX, AZ | Previous registration |
| BRIGHTON JONES LLC | Independent wealth | Mar 9, 2021 | Feb 9, 2022 | no | SEATTLE, WA|Scottsdale, AZ | Previous registration |
| THE RETIREMENT SOLUTION LLC | Independent wealth | Sep 20, 2016 | Oct 27, 2020 | no | REDMOND, WA | Previous registration |
| EDWARD JONES | National bd RIA | Apr 7, 2014 | Feb 25, 2015 | no | TEMPE, AZ|TEMPE, AZ|ABERDEEN, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VERSANT CAPITAL MANAGEMENT, INC. | FOCUS PARTNERS WEALTH, LLC | Nov 8, 2024 | Nov 25, 2024 | 17 | Firm change | RIA to RIA |
| BRIGHTON JONES LLC | VERSANT CAPITAL MANAGEMENT, INC. | Feb 9, 2022 | Oct 11, 2022 | 244 | Firm change | RIA to RIA |
| THE RETIREMENT SOLUTION LLC | BRIGHTON JONES LLC | Oct 27, 2020 | Mar 9, 2021 | 133 | Firm change | RIA to RIA |
| EDWARD JONES | THE RETIREMENT SOLUTION LLC | Feb 25, 2015 | Sep 20, 2016 | 573 | Firm change after gap | Other |