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

Dec 13, 2004earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Dec 13, 2004

First registration

Jun 2, 2009

Dual registered

no

Other names

SHAUNNA MARIE ANDERSON|SHAUNNA ANDERSON|SHAUNNA ANDERSON HILTON|SHAUNNA MARIE ANDERSON|SHAUNNA A HILTON|SHAUNNA M ANDERSON

IAPD individual key

4886020

• Occurred

  Jul 30, 2024
  Advisor changed firm

  Shaunna Marie Zoeckler left Interocean Capital for Focus Partners Wealth, Llc (registered 2024-05-29)

  Form ADVobserved 4 days ago
• Occurred

  Jun 29, 2022
  Advisor changed firm

  Shaunna Marie Zoeckler left Henry + Horne Wealth Management for Interocean Capital (registered 2022-08-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:aba9a113-62b1-e0fe-5035-8669fe24b3a0

First observed

Jun 2, 2009

Last observed

Sep 14, 2026 5 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.