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Advisor at FOCUS PARTNERS WEALTH, LLC
Newton, MA
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 | Mar 31, 2022 | n/a | yes | Newton, MA | Current employment |
| DERBY AND COMPANY INC | Former SEC adviser | Jun 8, 2015 | Dec 31, 2021 | no | NEWTON, MA | Previous registration |
| RINET COMPANY, LLC | Former SEC adviser | Feb 19, 2010 | Dec 2, 2014 | no | BOSTON, MA | Previous registration |
| NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | Independent wealth | Oct 8, 2008 | Jul 7, 2009 | no | WELLESLEY, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DERBY AND COMPANY INC | FOCUS PARTNERS WEALTH, LLC | Dec 31, 2021 | Mar 31, 2022 | 90 | Firm change | RIA to RIA |
| RINET COMPANY, LLC | DERBY AND COMPANY INC | Dec 2, 2014 | Jun 8, 2015 | 188 | Firm change | Other |
| NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | RINET COMPANY, LLC | Jul 7, 2009 | Feb 19, 2010 | 227 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106924:159289:MA:2021-12-31 | Dec 31, 2021 | Mar 31, 2022 | NEWTON, MA | Firm change |