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.

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

Sep 21, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Sep 21, 1992

First registration

Jan 28, 2020

Dual registered

no

Other names

DAVID JASON VENEGAS

IAPD individual key

2197172

• Occurred

  Jul 30, 2024
  Advisor changed firm

  David Venegas left Interocean Capital for Focus Partners Wealth, Llc (registered 2024-05-08)

  Form ADVobserved 6 days ago
• Occurred

  Aug 10, 2022
  Advisor changed firm

  David Venegas left Citigroup Global Markets Inc. for Interocean Capital (registered 2022-08-09)

  Form ADVobserved 6 days ago
• Occurred

  Jan 18, 2022
  Advisor changed firm

  David Venegas left Fifth Third Securities, Inc. for Citigroup Global Markets Inc. (registered 2022-01-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:92dd69ef-063c-c749-6e6d-46a195adfefa

First observed

Jan 28, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.