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Advisor at FOCUS PARTNERS WEALTH, LLC
Louisville, KY
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 1, 2026 | n/a | yes | Louisville, KY | Current employment |
| EVERNEST FINANCIAL ADVISORS | Former SEC adviser | Jun 17, 2024 | Aug 19, 2026 | no | Louisville, KY | Previous registration |
| CERITY PARTNERS LLC | Independent wealth | May 10, 2023 | Mar 15, 2024 | no | Louisville, KY|NEW YORK, NY | Previous registration |
| CERITY PARTNERS OCIO LLC | Institutional manager | Apr 11, 2022 | Apr 24, 2023 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EVERNEST FINANCIAL ADVISORS | FOCUS PARTNERS WEALTH, LLC | Aug 19, 2026 | Jul 1, 2026 | -49 | Firm change after gap | RIA to RIA |
| CERITY PARTNERS LLC | EVERNEST FINANCIAL ADVISORS | Mar 15, 2024 | Jun 17, 2024 | 94 | Firm change | RIA to RIA |
| CERITY PARTNERS OCIO LLC | CERITY PARTNERS LLC | Apr 24, 2023 | May 10, 2023 | 16 | Bulk transfer | RIA to RIA |