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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 | Apr 2, 2022 | n/a | yes | Newton, MA | Current employment |
| DERBY AND COMPANY INC | Former SEC adviser | Feb 7, 2020 | Dec 31, 2021 | no | NEWTON, MA | Previous registration |
| FERRIS CAPITAL, LLC | Former SEC adviser | Oct 2, 2018 | Oct 7, 2019 | no | SOUTHBOROUGH, MA | Previous registration |
| SIHARUM ADVISORS, LLC | Independent wealth | May 26, 2009 | Sep 17, 2018 | no | BOSTON, MA | Previous registration |
| KOBREN INSIGHT MANAGEMENT INC | n/a | Jan 1, 1999 | Jun 3, 2009 | no | WELLESLEY HILLS, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DERBY AND COMPANY INC | FOCUS PARTNERS WEALTH, LLC | Dec 31, 2021 | Apr 2, 2022 | 92 | Firm change | RIA to RIA |
| FERRIS CAPITAL, LLC | DERBY AND COMPANY INC | Oct 7, 2019 | Feb 7, 2020 | 123 | Firm change | RIA to RIA |
| SIHARUM ADVISORS, LLC | FERRIS CAPITAL, LLC | Sep 17, 2018 | Oct 2, 2018 | 15 | Firm change | RIA to RIA |
| KOBREN INSIGHT MANAGEMENT INC | SIHARUM ADVISORS, LLC | Jun 3, 2009 | May 26, 2009 | -8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106924:159289:MA:2021-12-31 | Dec 31, 2021 | Apr 2, 2022 | NEWTON, MA | Firm change |