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RIA / WealthAdvisorCertified Financial Planner13 years in industry

LORI BETH LUSTBERG

Advisor at FOCUS PARTNERS WEALTH, LLC

South Burlington, VT

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Search this name across graphsid dfx:ria:5bcaa940-f63d-7e7a-4f39-bbdc53e46f5f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Mar 1, 2019 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: Mar 1, 2019
Dual registered: no
Other names: LORI B LUSTBERG
IAPD individual key: 1778220

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOCUS PARTNERS WEALTH, LLC	Independent wealth	Oct 29, 2025	n/a	yes	South Burlington, VT	Current employment
Ellevest	Independent wealth	Aug 2, 2024	Feb 4, 2025	no	South Burlington, VT\|NEW YORK, NY	Previous registration
THIRD EYE ASSOCIATES, LTD	State registered	Apr 28, 2023	Jul 8, 2024	no	Red Hook, NY	Previous registration
PATHWAY FINANCIAL ADVISORS, LLC	Independent wealth	Mar 1, 2019	Apr 3, 2023	no	SOUTH BURLINGTON, VT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Ellevest	FOCUS PARTNERS WEALTH, LLC	Feb 4, 2025	Oct 29, 2025	267	Firm change	RIA to RIA
THIRD EYE ASSOCIATES, LTD	Ellevest	Jul 8, 2024	Aug 2, 2024	25	Firm change	Other
PATHWAY FINANCIAL ADVISORS, LLC	THIRD EYE ASSOCIATES, LTD	Apr 3, 2023	Apr 28, 2023	25	Firm change	RIA to state RIA

Relationships

Registered with (4)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
Oct 29, 2025 to presentfactForm ADV
→ ELLEVESTRegistered adviserregistration: previous registration
Aug 2, 2024 to Feb 4, 2025factForm ADV
→ THIRD EYE ASSOCIATES, LTDRegistered adviserregistration: previous registration
Apr 28, 2023 to Jul 8, 2024factForm ADV
→ PATHWAY FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 1, 2019 to Apr 3, 2023factForm ADV

Dated events

Occurred
Feb 4, 2025
Advisor changed firm
Lori Beth Lustberg left Ellevest for Focus Partners Wealth, Llc (registered 2025-10-29)
Form ADVobserved 4 days ago
Occurred
Jul 8, 2024
Advisor changed firm
Lori Beth Lustberg left Third Eye Associates, Ltd for Ellevest (registered 2024-08-02)
Form ADVobserved 4 days ago
Occurred
Apr 3, 2023
Advisor changed firm
Lori Beth Lustberg left Pathway Financial Advisors, Llc for Third Eye Associates, Ltd (registered 2023-04-28)
Form ADVobserved 4 days ago