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Advisor at FOCUS PARTNERS WEALTH, LLC
Chicago, IL
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 | Jan 14, 2026 | n/a | yes | Chicago, IL | Current employment |
| NORTHCOAST ASSET MANAGEMENT LLC | Independent wealth | Jan 5, 2016 | Mar 20, 2026 | no | STAMFORD, CT | Previous registration |
| NORTHCOAST ASSET MANAGEMENT LLC | Independent wealth | Jan 5, 2016 | Dec 31, 2024 | no | STAMFORD, CT | Previous registration |
| KOVITZ INVESTMENT GROUP, LLC | Former SEC adviser | Sep 29, 2003 | Dec 31, 2015 | no | CHICAGO, IL | Previous registration |
| ROTHSCHILD INVESTMENT | Independent wealth | Mar 27, 2001 | Jan 2, 2004 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHCOAST ASSET MANAGEMENT LLC | FOCUS PARTNERS WEALTH, LLC | Mar 20, 2026 | Jan 14, 2026 | -65 | Bulk transfer | RIA to RIA |
| KOVITZ INVESTMENT GROUP, LLC | NORTHCOAST ASSET MANAGEMENT LLC | Dec 31, 2015 | Jan 5, 2016 | 5 | Firm change | Other |
| ROTHSCHILD INVESTMENT | KOVITZ INVESTMENT GROUP, LLC | Jan 2, 2004 | Sep 29, 2003 | -95 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 127880:282241:IL:2015-12-31 | Dec 31, 2015 | Jan 5, 2016 | CHICAGO, IL | Firm change |