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RIA / WealthAdvisorCertified Financial Planner22 years in industry

JEREMY KARL KUHLEN

Advisor at FOCUS PARTNERS WEALTH, LLC

RICHMOND, VA | ST. LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e7339be9-1990-31ba-92eb-84eb104b951d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 2, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FOCUS PARTNERS WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 28, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Jan 28, 2004
First registration: Feb 2, 2004
Dual registered: no
IAPD individual key: 4748566

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOCUS PARTNERS WEALTH, LLC	Independent wealth	Mar 27, 2015	n/a	yes	RICHMOND, VA\|ST. LOUIS, MO	Current employment
CAPGROUP ADVISORS	Former SEC adviser	Jan 7, 2013	Mar 31, 2015	no	RICHMOND, VA	Previous registration
MENTOR WEALTH MANAGEMENT	n/a	Jul 30, 2009	Mar 27, 2013	no	RICHMOND, VA	Previous registration
WEALTHCARE CAPITAL MANAGEMENT LLC	Independent wealth	Feb 2, 2004	Jun 30, 2009	no	RICHMOND, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPGROUP ADVISORS	FOCUS PARTNERS WEALTH, LLC	Mar 31, 2015	Mar 27, 2015	-4	Firm change	Other
MENTOR WEALTH MANAGEMENT	CAPGROUP ADVISORS	Mar 27, 2013	Jan 7, 2013	-79	Firm change after gap	Other
WEALTHCARE CAPITAL MANAGEMENT LLC	MENTOR WEALTH MANAGEMENT	Jun 30, 2009	Jul 30, 2009	30	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
139874:159289:VA:2015-03-31	Mar 31, 2015	Mar 27, 2015	RICHMOND, VA	Firm change

Relationships

Registered with (4)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
Mar 27, 2015 to presentfactForm ADV
→ CAPGROUP ADVISORSRegistered adviserregistration: previous registration
Jan 7, 2013 to Mar 31, 2015factForm ADV
→ MENTOR WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 30, 2009 to Mar 27, 2013factForm ADV
→ WEALTHCARE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 2, 2004 to Jun 30, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7339be9-1990-31ba-92eb-84eb104b951d
First observed: Feb 2, 2004
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JEREMY KARL KUHLEN

Advisor at FOCUS PARTNERS WEALTH, LLC

RICHMOND, VA | ST. LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e7339be9-1990-31ba-92eb-84eb104b951d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:07 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

FOCUS PARTNERS WEALTH, LLC

Independent wealth

Mar 27, 2015

n/a

yes

RICHMOND, VA|ST. LOUIS, MO

Current employment

CAPGROUP ADVISORS

Former SEC adviser

Jan 7, 2013

Mar 31, 2015

RICHMOND, VA

Previous registration

MENTOR WEALTH MANAGEMENT

n/a

Jul 30, 2009

Mar 27, 2013

RICHMOND, VA

Previous registration

WEALTHCARE CAPITAL MANAGEMENT LLC

Independent wealth

Feb 2, 2004

Jun 30, 2009

RICHMOND, VA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CAPGROUP ADVISORS

FOCUS PARTNERS WEALTH, LLC

Mar 31, 2015

Mar 27, 2015

-4

Firm change

Other

MENTOR WEALTH MANAGEMENT

CAPGROUP ADVISORS

Mar 27, 2013

Jan 7, 2013

-79

Firm change after gap

Other

WEALTHCARE CAPITAL MANAGEMENT LLC

MENTOR WEALTH MANAGEMENT

Jun 30, 2009

Jul 30, 2009

Firm change

Other

Team

Left

Joined

From

Kind

139874:159289:VA:2015-03-31

Mar 31, 2015

Mar 27, 2015

RICHMOND, VA

Firm change