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Advisor at FOCUS PARTNERS WEALTH, LLC
Washington, DC | Vienna, VA
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 | Aug 28, 2024 | n/a | yes | Vienna, VA|Washington, DC | Current employment |
| STERLING CAPITAL MANAGEMENT LLC | Other adviser | Mar 6, 2019 | Feb 8, 2022 | no | Washington, DC | Previous registration |
| FARR MILLER & WASHINGTON LLC | Former SEC adviser | Oct 15, 2014 | Feb 4, 2019 | no | WASHINGTON, DC | Previous registration |
| CASSADAY & CO INC | Former SEC adviser | Dec 12, 2012 | Jun 3, 2014 | no | MCLEAN, VA | Previous registration |
| FARR MILLER & WASHINGTON LLC | Former SEC adviser | Jun 9, 2011 | Dec 2, 2011 | no | WASHINGTON, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STERLING CAPITAL MANAGEMENT LLC | FOCUS PARTNERS WEALTH, LLC | Feb 8, 2022 | Aug 28, 2024 | 932 | Firm change after gap | Other |
| FARR MILLER & WASHINGTON LLC | STERLING CAPITAL MANAGEMENT LLC | Feb 4, 2019 | Mar 6, 2019 | 30 | Firm change | Other |
| CASSADAY & CO INC | FARR MILLER & WASHINGTON LLC | Jun 3, 2014 | Oct 15, 2014 | 134 | Firm change | Other |
| FARR MILLER & WASHINGTON LLC | CASSADAY & CO INC | Dec 2, 2011 | Dec 12, 2012 | 376 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 135405:159289:DC:2022-02-08 | Feb 8, 2022 | Aug 28, 2024 | WASHINGTON, DC | Firm change after gap |