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Advisor at FOCUS PARTNERS WEALTH, LLC
KIRKLAND, WA
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 | Jul 2, 2025 | n/a | yes | KIRKLAND, WA | Current employment |
| BORDEAUX WEALTH ADVISORS | Former SEC adviser | Mar 23, 2022 | Oct 3, 2025 | no | Kirkland, WA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 3, 2020 | Mar 16, 2022 | no | BELLEVUE, WA|NEW YORK, NY|Meridian, ID | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BORDEAUX WEALTH ADVISORS | FOCUS PARTNERS WEALTH, LLC | Oct 3, 2025 | Jul 2, 2025 | -93 | Channel change | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | BORDEAUX WEALTH ADVISORS | Mar 16, 2022 | Mar 23, 2022 | 7 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 287758:159289:WA:2025-10-03 | Oct 3, 2025 | Jul 2, 2025 | KIRKLAND, WA | Firm change after gap |