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Advisor at FOCUS PARTNERS WEALTH, LLC
Southborough, MA
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 | Jan 25, 2022 | n/a | yes | Southborough, MA | Current employment |
| CAPITAL ADVISORS, LLC | Former SEC adviser | May 6, 2003 | Dec 31, 2021 | no | FRAMINGHAM, MA|SOUTHBOROUGH, MA|SOUTHBOROUGH, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL ADVISORS, LLC | FOCUS PARTNERS WEALTH, LLC | Dec 31, 2021 | Jan 25, 2022 | 25 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 126748:159289:MA:2021-12-31 | Dec 31, 2021 | Jan 25, 2022 | SOUTHBOROUGH, MA | Firm change |