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Advisor at FOCUS PARTNERS WEALTH, LLC
Hunt Valley, MD
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 | Jun 3, 2024 | n/a | yes | Hunt Valley, MD | Current employment |
| CONNECTUS WEALTH | Former SEC adviser | Jan 10, 2021 | Jul 25, 2024 | no | Hunt Valley, MD | Previous registration |
| HORAN CAPITAL MANAGEMENT,LLC | Former SEC adviser | Jun 27, 2019 | Dec 31, 2020 | no | HUNT VALLEY, MD | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Nov 1, 2000 | Aug 9, 2004 | no | Md | 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 |
| HORAN CAPITAL MANAGEMENT,LLC | CONNECTUS WEALTH | Dec 31, 2020 | Jan 10, 2021 | 10 | Firm change | RIA to new firm |
| CHARLES SCHWAB & CO., INC. | HORAN CAPITAL MANAGEMENT,LLC | Aug 9, 2004 | Jun 27, 2019 | 5,435 | Firm change after gap | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 310912:159289:MD:2024-07-25 | Jul 25, 2024 | Jun 3, 2024 | HUNT VALLEY, MD | Firm change after gap |
| 106415:310912:MD:2020-12-31 | Dec 31, 2020 | Jan 10, 2021 | HUNT VALLEY, MD | Firm change |