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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 | Sep 25, 2006 | Nov 21, 2024 | no | SAN DIEGO, CA | Previous registration |
| MID ATLANTIC FINANCIAL MANAGEMENT, INC. | Former SEC adviser | May 4, 2004 | Oct 21, 2008 | no | SAN DIEGO, CA | Previous registration |
| HOYLECOHEN,INC. | n/a | Dec 9, 2002 | Sep 13, 2006 | no | SAN DIEGO, CA | Previous registration |
| FDX ADVISORS, INC. | Asset manager | Jul 8, 1997 | May 4, 2004 | no | SAN DIEGO, 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 |
| MID ATLANTIC FINANCIAL MANAGEMENT, INC. | HOYLECOHEN, LLC | Oct 21, 2008 | Sep 25, 2006 | -757 | Firm change after gap | Other |
| HOYLECOHEN,INC. | MID ATLANTIC FINANCIAL MANAGEMENT, INC. | Sep 13, 2006 | May 4, 2004 | -862 | Firm change after gap | Other |
| FDX ADVISORS, INC. | HOYLECOHEN,INC. | May 4, 2004 | Dec 9, 2002 | -512 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 141125:159289:CA:2024-11-21 | Nov 21, 2024 | Sep 3, 2024 | SAN DIEGO, CA | Firm change after gap |