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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 | Sep 3, 2024 | n/a | yes | Hunt Valley, MD | Current employment |
| T. ROWE PRICE ADVISORY SERVICES, INC. | Bd affiliated wealth | Jun 11, 2019 | Jul 10, 2024 | no | Owings Mills, MD|Owings Mills, MD | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 15, 2018 | May 21, 2019 | no | HUNT VALLEY, MD | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Feb 16, 2017 | Mar 9, 2018 | no | Lutherville, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| T. ROWE PRICE ADVISORY SERVICES, INC. | FOCUS PARTNERS WEALTH, LLC | Jul 10, 2024 | Sep 3, 2024 | 55 | Firm change | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | T. ROWE PRICE ADVISORY SERVICES, INC. | May 21, 2019 | Jun 11, 2019 | 21 | Firm change | Wirehouse to RIA |
| OSAIC FA, INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Mar 9, 2018 | Jun 15, 2018 | 98 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:108958:MD:2019-05-21 | May 21, 2019 | Jun 11, 2019 | HUNT VALLEY, MD | Firm change |