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RIA / WealthAdvisor32 years in industry

DIRK GAVIN GILLIARD

Advisor at FOCUS PARTNERS WEALTH, LLC

MENLO PARK, CA | ST. LOUIS, MO

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Search this name across graphsid dfx:ria:9a5477e7-96e6-979b-a5b8-a70d25ab6757

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 8, 1997 to Sep 17, 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: May 25, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: May 25, 1994
First registration: Jul 8, 1997
Dual registered: no
IAPD individual key: 2132341

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	Jul 1, 2024	n/a	yes	MENLO PARK, CA\|ST. LOUIS, MO	Current employment
BUCKINGHAM STRATEGIC WEALTH, LLC	Former SEC adviser	Jun 13, 2019	Nov 14, 2024	no	ST LOUIS, MO\|PALO ALTO, CA	Previous registration
DAN GOLDIE FINANCIAL SERVICES LLC	Former SEC adviser	Jan 11, 2011	May 31, 2019	no	PALO ALTO, CA	Previous registration
PARTNERVEST ADVISORY SERVICES LLC	Former SEC adviser	Oct 8, 2008	Dec 31, 2010	no	GREENBRAE, CA\|KENTFIELD, CA\|SANTA BARBARA, CA	Previous registration
EMERITUS INVESTMENT MANAGEMENT, INC.	Former SEC adviser	Jul 8, 1997	Aug 16, 2005	no	MILL VALLEY, CA	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
BUCKINGHAM STRATEGIC WEALTH, LLC	FOCUS PARTNERS WEALTH, LLC	Nov 14, 2024	Jul 1, 2024	-136	Bulk transfer	RIA to RIA
DAN GOLDIE FINANCIAL SERVICES LLC	BUCKINGHAM STRATEGIC WEALTH, LLC	May 31, 2019	Jun 13, 2019	13	Firm change	RIA to ibd
PARTNERVEST ADVISORY SERVICES LLC	DAN GOLDIE FINANCIAL SERVICES LLC	Dec 31, 2010	Jan 11, 2011	11	Firm change	Other
EMERITUS INVESTMENT MANAGEMENT, INC.	PARTNERVEST ADVISORY SERVICES LLC	Aug 16, 2005	Oct 8, 2008	1,149	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
149887:143323:CA:2019-05-31	May 31, 2019	Jun 13, 2019	PALO ALTO, CA	Firm change

Relationships

Registered with (5)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
Jul 1, 2024 to presentfactForm ADV
→ BUCKINGHAM STRATEGIC WEALTH, LLCRegistered adviserregistration: previous registration
Jun 13, 2019 to Nov 14, 2024factForm ADV
→ DAN GOLDIE FINANCIAL SERVICES LLCRegistered adviserregistration: previous registration
Jan 11, 2011 to May 31, 2019factForm ADV
→ PARTNERVEST ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Oct 8, 2008 to Dec 31, 2010factForm ADV
→ EMERITUS INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 8, 1997 to Aug 16, 2005factForm ADV

Dated events

No dated event names this entity yet.