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RIA / WealthAdvisorCertified Financial Planner20 years in industry

Amy Michele Zamikovsky

Advisor at FOCUS PARTNERS WEALTH, LLC

Houston, TX

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Search this name across graphsid dfx:ria:744e189a-c666-f7e3-1c54-91c03374d8b8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Sep 6, 2006 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: Jul 18, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S66
First exam: Jul 18, 2006
First registration: Sep 6, 2006
Dual registered: no
Other names: Amy Michele Greco|Amy Glasscock|Amy Michele Zamikovsky|Amy Michele Glasscock|Amy Zamikovsky
IAPD individual key: 5212495

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	Jan 4, 2026	n/a	yes	Houston, TX	Current employment
NORTHCOAST ASSET MANAGEMENT LLC	Independent wealth	Apr 1, 2025	Mar 20, 2026	no	Houston, TX\|Houston, TX	Previous registration
TRANSFORM WEALTH, LLC	Former SEC adviser	Mar 28, 2024	Apr 3, 2025	no	Houston, TX\|GREENWOOD VILLAGE, CO	Previous registration
WOODSON WEALTH MANAGEMENT	n/a	Apr 4, 2023	Mar 28, 2024	no	RAMONA, CA\|Houston, TX	Previous registration
OAK HARVEST INVESTMENT SERVICES	Independent wealth	Feb 25, 2022	Sep 14, 2022	no	HOUSTON, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 7, 2018	Dec 15, 2021	no	HOUSTON, TX	Previous registration
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.	Independent wealth	Sep 6, 2006	Nov 17, 2014	no	HOUSTON, TX	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
NORTHCOAST ASSET MANAGEMENT LLC	FOCUS PARTNERS WEALTH, LLC	Mar 20, 2026	Jan 4, 2026	-75	Bulk transfer	RIA to RIA
TRANSFORM WEALTH, LLC	NORTHCOAST ASSET MANAGEMENT LLC	Apr 3, 2025	Apr 1, 2025	-2	Firm change	RIA to RIA
WOODSON WEALTH MANAGEMENT	TRANSFORM WEALTH, LLC	Mar 28, 2024	Mar 28, 2024	0	Firm change	Other
OAK HARVEST INVESTMENT SERVICES	WOODSON WEALTH MANAGEMENT	Sep 14, 2022	Apr 4, 2023	202	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	OAK HARVEST INVESTMENT SERVICES	Dec 15, 2021	Feb 25, 2022	72	Firm change	Wirehouse to RIA
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 17, 2014	Mar 7, 2018	1,206	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283403:282241:CO:2025-04-03	Apr 3, 2025	Apr 1, 2025	GREENWOOD VILLAGE, CO	Firm change

Relationships

Registered with (7)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
Jan 4, 2026 to presentfactForm ADV
→ NORTHCOAST ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Apr 1, 2025 to Mar 20, 2026factForm ADV
→ TRANSFORM WEALTH, LLCRegistered adviserregistration: previous registration
Mar 28, 2024 to Apr 3, 2025factForm ADV
→ WOODSON WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 4, 2023 to Mar 28, 2024factForm ADV
→ OAK HARVEST INVESTMENT SERVICESRegistered adviserregistration: previous registration
Feb 25, 2022 to Sep 14, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 7, 2018 to Dec 15, 2021factForm ADV
→ REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.Registered adviserregistration: previous registration
Sep 6, 2006 to Nov 17, 2014factForm ADV

Dated events

Occurred
Apr 3, 2025
Advisor changed firm
Amy Michele Zamikovsky left Transform Wealth, Llc for Northcoast Asset Management Llc (registered 2025-04-01)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Advisor changed firm
Amy Michele Zamikovsky left Woodson Wealth Management for Transform Wealth, Llc (registered 2024-03-28)
Form ADVobserved 6 days ago
Occurred
Sep 14, 2022
Advisor changed firm
Amy Michele Zamikovsky left Oak Harvest Investment Services for Woodson Wealth Management (registered 2023-04-04)
Form ADVobserved 6 days ago