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Advisor at FOCUS PARTNERS WEALTH, LLC
Bethesda, MD
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 PARTNERS WEALTH, LLC | Independent wealth | Feb 20, 2018 | n/a | yes | Bethesda, MD | Current employment |
| BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC | Former SEC adviser | Jan 6, 2015 | Mar 5, 2018 | no | BETHESDA, MD | Previous registration |
| MTX WEALTH MANAGEMENT, LLC | Former SEC adviser | Mar 9, 2007 | Jan 8, 2015 | no | BETHESDA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC | FOCUS PARTNERS WEALTH, LLC | Mar 5, 2018 | Feb 20, 2018 | -13 | Firm change | Other |
| MTX WEALTH MANAGEMENT, LLC | BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC | Jan 8, 2015 | Jan 6, 2015 | -2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152965:159289:MD:2018-03-05 | Mar 5, 2018 | Feb 20, 2018 | BETHESDA, MD | Firm change |