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Advisor at FOCUS PARTNERS WEALTH, LLC
HIALEAH, FL
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 | Jul 21, 2025 | n/a | yes | HIALEAH, FL | Current employment |
| CHURCHILL MANAGEMENT GROUP | Former SEC adviser | Jan 3, 2023 | Sep 23, 2025 | no | Hialeah, FL|Miami, FL | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Nov 22, 2022 | Dec 22, 2022 | no | Radnor, PA | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Oct 4, 2022 | Dec 22, 2022 | no | Radnor, PA | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Oct 4, 2022 | Oct 14, 2022 | no | Radnor, PA | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Mar 22, 2021 | Jul 11, 2022 | no | ALLENTOWN, PA|PLANO, TX | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Dec 18, 2009 | Mar 16, 2021 | no | WEST MARLTON, NJ|MARLTON, NJ|King of Prussia, PA|MARLTON, NJ | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Dec 18, 2009 | Mar 16, 2021 | no | WEST MARLTON, NJ|Marlton, NJ|King of Prussia, PA|Marlton, NJ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 23, 2008 | May 21, 2009 | no | MOUNT LAUREL, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHURCHILL MANAGEMENT GROUP | FOCUS PARTNERS WEALTH, LLC | Sep 23, 2025 | Jul 21, 2025 | -64 | Bulk transfer | RIA to RIA |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | CHARLES SCHWAB & CO., INC. | Dec 22, 2022 | Nov 22, 2022 | -30 | Bulk transfer | RIA to ibd |
| CHARLES SCHWAB & CO., INC. | CHURCHILL MANAGEMENT GROUP | Dec 22, 2022 | Jan 3, 2023 | 12 | Firm change | Ibd to RIA |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Oct 14, 2022 | Oct 4, 2022 | -10 | Bulk transfer | Other |
| FISHER INVESTMENTS | TD AMERITRADE, INC. | Jul 11, 2022 | Oct 4, 2022 | 85 | Firm change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Mar 16, 2021 | Dec 18, 2009 | -4,106 | Channel change | Other |
| TD AMERITRADE, INC. | FISHER INVESTMENTS | Mar 16, 2021 | Mar 22, 2021 | 6 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | May 21, 2009 | Dec 18, 2009 | 211 | Firm change | Other |