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.

Current firm

FOCUS PARTNERS WEALTH, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Jan 26, 2018

First registration

Feb 27, 2018

Dual registered

no

IAPD individual key

6844121

• Occurred

  Aug 14, 2024
  Advisor changed firm

  Quinn Patrick Martin left Relative Value Partners, Llc for Northcoast Asset Management Llc (registered 2024-08-01)

  Form ADVobserved 4 days ago
• Occurred

  Jan 13, 2022
  Advisor changed firm

  Quinn Patrick Martin left Brownson, Rehmus & Foxworth, Inc. for Relative Value Partners, Llc (registered 2022-01-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5284ad6a-976f-0875-ad6c-1cdd064cdbff

First observed

Feb 27, 2018

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.