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Advisor at FOCUS PARTNERS WEALTH, LLC
EUGENE, OR
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 | Feb 6, 2025 | n/a | yes | EUGENE, OR | Current employment |
| Merriman | Former SEC adviser | Jul 30, 2018 | Mar 27, 2025 | no | Eugene, OR|SEATTLE, WA | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Sep 12, 2011 | Jul 13, 2018 | no | EUGENE, OR | Previous registration |
| FIRST ALLIED SECURITIES, INC. | Former SEC adviser | Jul 23, 2009 | Aug 31, 2009 | no | PORTLAND, OR | Previous registration |
| THE COMMERCE COMPANY | n/a | Nov 5, 2007 | Sep 18, 2008 | no | PORTLAND, OR | Previous registration |
| 1ST GLOBAL ADVISORS INC | Former SEC adviser | Jan 30, 2003 | Jul 19, 2005 | no | EUGENE, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Merriman | FOCUS PARTNERS WEALTH, LLC | Mar 27, 2025 | Feb 6, 2025 | -49 | Bulk transfer | RIA to RIA |
| VALIC FINANCIAL ADVISORS, INC. | Merriman | Jul 13, 2018 | Jul 30, 2018 | 17 | Firm change | Ibd to RIA |
| FIRST ALLIED SECURITIES, INC. | VALIC FINANCIAL ADVISORS, INC. | Aug 31, 2009 | Sep 12, 2011 | 742 | Firm change after gap | Other |
| THE COMMERCE COMPANY | FIRST ALLIED SECURITIES, INC. | Sep 18, 2008 | Jul 23, 2009 | 308 | Firm change | Other |
| 1ST GLOBAL ADVISORS INC | THE COMMERCE COMPANY | Jul 19, 2005 | Nov 5, 2007 | 839 | Firm change after gap | Other |