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Advisor at FOCUS CAPITAL, LLC
Mount Vernon, WA
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 CAPITAL, LLC | State registered | Dec 17, 1999 | n/a | yes | Mount Vernon, WA | Current employment |
| COLDSTREAM WEALTH MANAGEMENT | Independent wealth | Dec 1, 2015 | Oct 10, 2016 | no | BELLEVUE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT | n/a | Oct 10, 2016 | n/a | n/a | Departure no registered destination | Departure |