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Advisor at FOCUS PARTNERS WEALTH, LLC
Hunt Valley, MD
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 25, 2024 | n/a | yes | Hunt Valley, MD | Current employment |
| VERDENCE CAPITAL ADVISORS, LLC | Independent wealth | May 11, 2023 | Jun 24, 2024 | no | HUNT VALLEY, MD | Previous registration |
| BUTTONWOOD FINANCIAL ADVISORS, INC. | Independent wealth | Oct 2, 2018 | Feb 10, 2023 | no | BALTIMORE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VERDENCE CAPITAL ADVISORS, LLC | FOCUS PARTNERS WEALTH, LLC | Jun 24, 2024 | Sep 25, 2024 | 93 | Firm change | RIA to RIA |
| BUTTONWOOD FINANCIAL ADVISORS, INC. | VERDENCE CAPITAL ADVISORS, LLC | Feb 10, 2023 | May 11, 2023 | 90 | Firm change | RIA to RIA |