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Advisor at FOCUS PARTNERS WEALTH, LLC
New York, NY
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 | Nov 7, 2024 | n/a | yes | New York, NY | Current employment |
| GYL FINANCIAL SYNERGIES, LLC | Former SEC adviser | Apr 4, 2023 | Dec 6, 2024 | no | WEST HARTFORD, CT|New York, NY | Previous registration |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | Former SEC adviser | May 24, 2011 | Mar 28, 2023 | no | NEW YORK, NY|NEW YORK, NY|NEW YORK, NY|AVENTURA, FL | Previous registration |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | Former SEC adviser | Apr 17, 2000 | May 10, 2004 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GYL FINANCIAL SYNERGIES, LLC | FOCUS PARTNERS WEALTH, LLC | Dec 6, 2024 | Nov 7, 2024 | -29 | Bulk transfer | RIA to RIA |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | GYL FINANCIAL SYNERGIES, LLC | Mar 28, 2023 | Apr 4, 2023 | 7 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105667:284758:FL:2023-03-28 | Mar 28, 2023 | Apr 4, 2023 | AVENTURA, FL | Firm change |