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RIA / WealthAdvisorCertified Financial Planner18 years in industry

ALI KAVIANIAN

Advisor at FOCUS PARTNERS WEALTH, LLC

BEAVERTON, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a3312054-8965-b25d-bf99-74e655e593bc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 16, 2008 to Sep 14, 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: Sep 12, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 12, 2008
First registration: Sep 16, 2008
Dual registered: no
IAPD individual key: 5507310

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 3, 2025	n/a	yes	BEAVERTON, OR	Current employment
CHURCHILL MANAGEMENT GROUP	Former SEC adviser	Aug 5, 2015	Sep 23, 2025	no	BEAVERTON, OR	Previous registration
CREATIVE PLANNING	Independent wealth	Mar 27, 2013	Jun 16, 2015	no	BEAVERTON, OR\|OVERLAND PARK, KS	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Apr 14, 2010	Mar 19, 2013	no	PORTLAND, OR	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Apr 8, 2010	Mar 19, 2013	no	PORTLAND, OR	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 16, 2008	Apr 7, 2010	no	PORTLAND, OR	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
CHURCHILL MANAGEMENT GROUP	FOCUS PARTNERS WEALTH, LLC	Sep 23, 2025	Jul 3, 2025	-82	Bulk transfer	RIA to RIA
CREATIVE PLANNING	CHURCHILL MANAGEMENT GROUP	Jun 16, 2015	Aug 5, 2015	50	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CREATIVE PLANNING	Mar 19, 2013	Mar 27, 2013	8	Firm change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Mar 19, 2013	Apr 14, 2010	-1,070	Channel change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TD AMERITRADE, INC.	Apr 7, 2010	Apr 8, 2010	1	Firm change	Wirehouse to new firm

Relationships

Registered with (6)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
Jul 3, 2025 to presentfactForm ADV
→ CHURCHILL MANAGEMENT GROUPRegistered adviserregistration: previous registration
Aug 5, 2015 to Sep 23, 2025factForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Mar 27, 2013 to Jun 16, 2015factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 14, 2010 to Mar 19, 2013factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Apr 8, 2010 to Mar 19, 2013factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 16, 2008 to Apr 7, 2010factForm ADV

Dated events

No dated event names this entity yet.