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.

Current firm

FOCUS INVESTMENT ADVISORS, INC

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

13derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Aug 7, 2010

First registration

Aug 9, 2010

Dual registered

yes, broker-dealer

Other names

AMBER MONTGOMERY|AMBER RENEE MONTGOMERY|AMBER RENEE MONTGOMERY-OH

IAPD individual key

5452067

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e9d2c684-6ad1-57ff-1a64-c26d879cd532

First observed

Aug 9, 2010

Last observed

Sep 14, 2026 6 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.