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Advisor at KAIYO WEALTH LLC
Couer d Alene, ID | SAN DIEGO, CA
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 |
|---|---|---|---|---|---|---|
| KAIYO WEALTH LLC | Independent wealth | Apr 1, 2026 | n/a | yes | SAN DIEGO, CA|Couer d Alene, ID | Current employment |
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Sep 12, 2024 | Apr 28, 2026 | no | COEUR D` ALENE, ID | Previous registration |
| HOYLECOHEN, LLC | Former SEC adviser | Sep 25, 2006 | Nov 21, 2024 | no | SAN DIEGO, CA | Previous registration |
| MID ATLANTIC FINANCIAL MANAGEMENT, INC. | Former SEC adviser | May 4, 2004 | Oct 21, 2008 | no | SAN DIEGO, CA | Previous registration |
| HOYLECOHEN,INC. | n/a | Jan 24, 2003 | Sep 13, 2006 | no | SAN DIEGO, CA | Previous registration |
| FDX ADVISORS, INC. | Asset manager | Jul 8, 1997 | May 4, 2004 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | KAIYO WEALTH LLC | Apr 28, 2026 | Apr 1, 2026 | -27 | Firm change | RIA to RIA |
| HOYLECOHEN, LLC | FOCUS PARTNERS WEALTH, LLC | Nov 21, 2024 | Sep 12, 2024 | -70 | Firm change after gap | RIA to RIA |
| MID ATLANTIC FINANCIAL MANAGEMENT, INC. | HOYLECOHEN, LLC | Oct 21, 2008 | Sep 25, 2006 | -757 | Firm change after gap | Other |
| HOYLECOHEN,INC. | MID ATLANTIC FINANCIAL MANAGEMENT, INC. | Sep 13, 2006 | May 4, 2004 | -862 | Firm change after gap | Other |
| FDX ADVISORS, INC. | HOYLECOHEN,INC. | May 4, 2004 | Jan 24, 2003 | -466 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 141125:159289:CA:2024-11-21 | Nov 21, 2024 | Sep 12, 2024 | SAN DIEGO, CA | Firm change after gap |