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Advisor at FOCUS PARTNERS WEALTH, LLC
Albany, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Jun 3, 2024 | n/a | yes | Albany, NY | Current employment |
| CONNECTUS WEALTH | Former SEC adviser | Jun 12, 2023 | Jul 25, 2024 | no | Albany, NY | Previous registration |
| ATLAS PRIVATE WEALTH MANAGEMENT, LLC | Former SEC adviser | Feb 1, 2021 | Jul 1, 2024 | no | ALBANY, NY | Previous registration |
| ATLAS PRIVATE WEALTH MANAGEMENT, LLC | Former SEC adviser | Nov 24, 2014 | Nov 20, 2020 | no | ALBANY, NY | 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 |
| ATLAS PRIVATE WEALTH MANAGEMENT, LLC | CONNECTUS WEALTH | Jul 1, 2024 | Jun 12, 2023 | -385 | Channel change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 310912:159289:NY:2024-07-25 | Jul 25, 2024 | Jun 3, 2024 | ALBANY, NY | Firm change after gap |