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Advisor at FOCUS PARTNERS WEALTH, LLC
Santa Monica, CA
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 | Santa Monica, CA | Current employment |
| HOYLECOHEN, LLC | Former SEC adviser | Jun 2, 2017 | Nov 21, 2024 | no | Santa Monica, CA | Previous registration |
| LIBBIE AGRAN FINANCIAL SERVICES & SEMINARS | Former SEC adviser | Aug 16, 2016 | Jun 2, 2017 | no | SANTA MONICA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HOYLECOHEN, LLC | FOCUS PARTNERS WEALTH, LLC | Nov 21, 2024 | Sep 3, 2024 | -79 | Firm change after gap | RIA to RIA |
| LIBBIE AGRAN FINANCIAL SERVICES & SEMINARS | HOYLECOHEN, LLC | Jun 2, 2017 | Jun 2, 2017 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 141125:159289:CA:2024-11-21 | Nov 21, 2024 | Sep 3, 2024 | SANTA MONICA, CA | Firm change after gap |
| 110758:141125:CA:2017-06-02 | Jun 2, 2017 | Jun 2, 2017 | SANTA MONICA, CA | Firm change |