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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 | Aug 1, 2024 | Mar 20, 2026 | no | Chicago, IL | Previous registration |
| NORTHCOAST ASSET MANAGEMENT LLC | Independent wealth | Aug 1, 2024 | Dec 31, 2024 | no | Chicago, IL | Previous registration |
| RELATIVE VALUE PARTNERS, LLC | Former SEC adviser | Jan 19, 2022 | Aug 14, 2024 | no | Northbrook, IL | Previous registration |
| BROWNSON, REHMUS & FOXWORTH, INC. | Independent wealth | Mar 8, 1999 | Jan 13, 2022 | 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 |
| RELATIVE VALUE PARTNERS, LLC | NORTHCOAST ASSET MANAGEMENT LLC | Aug 14, 2024 | Aug 1, 2024 | -13 | Firm change | RIA to RIA |
| BROWNSON, REHMUS & FOXWORTH, INC. | RELATIVE VALUE PARTNERS, LLC | Jan 13, 2022 | Jan 19, 2022 | 6 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281067:282241:IL:2024-08-14 | Aug 14, 2024 | Aug 1, 2024 | NORTHBROOK, IL | Firm change |
| 110608:281067:IL:2022-01-13 | Jan 13, 2022 | Jan 19, 2022 | CHICAGO, IL | Firm change |