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Advisor at FOCUS PARTNERS WEALTH, LLC
Hunt Valley, MD
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 | Jun 3, 2024 | n/a | yes | Hunt Valley, MD | Current employment |
| CONNECTUS WEALTH | Former SEC adviser | Jul 12, 2023 | Jul 25, 2024 | no | Hunt Valley, MD | Previous registration |
| THE SIMMONS PARTNERSHIP, INC | Independent wealth | Jul 27, 2012 | Nov 28, 2023 | no | TOWSON, MD | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Apr 29, 2011 | no | PURCHASE, NY | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Nov 11, 2006 | Jun 1, 2009 | no | NEW YORK, NY|BALTIMORE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONNECTUS WEALTH | FOCUS PARTNERS WEALTH, LLC | Jul 25, 2024 | Jun 3, 2024 | -52 | Firm change after gap | RIA to RIA |
| THE SIMMONS PARTNERSHIP, INC | CONNECTUS WEALTH | Nov 28, 2023 | Jul 12, 2023 | -139 | Firm change after gap | RIA to RIA |
| MORGAN STANLEY | THE SIMMONS PARTNERSHIP, INC | Apr 29, 2011 | Jul 27, 2012 | 455 | Firm change after gap | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 310912:159289:MD:2024-07-25 | Jul 25, 2024 | Jun 3, 2024 | HUNT VALLEY, MD | Firm change after gap |