DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FOCUS PARTNERS WEALTH, LLC
San Diego, CA
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 | Sep 3, 2024 | n/a | yes | San Diego, CA | Current employment |
| HOYLECOHEN, LLC | Former SEC adviser | Jan 10, 2023 | Nov 21, 2024 | no | SAN DIEGO, CA | Previous registration |
| DAVIS & SEILEY WEALTH MANAGEMENT, INC. | Former SEC adviser | Sep 18, 2020 | Jan 13, 2023 | no | LA MESA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HOYLECOHEN, LLC | FOCUS PARTNERS WEALTH, LLC | Nov 21, 2024 | Sep 3, 2024 | -79 | Firm change after gap | RIA to RIA |
| DAVIS & SEILEY WEALTH MANAGEMENT, INC. | HOYLECOHEN, LLC | Jan 13, 2023 | Jan 10, 2023 | -3 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 141125:159289:CA:2024-11-21 | Nov 21, 2024 | Sep 3, 2024 | SAN DIEGO, CA | Firm change after gap |