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RIA / WealthAdvisorCertified Financial Planner20 years in industry

MAGGIE CHI LIU

Advisor at FOCUS PARTNERS WEALTH, LLC

MENLO PARK, CA

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Search this name across graphsid dfx:ria:fa181605-1038-8f67-2e9d-3e14079ed46a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 2, 2015 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 4, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jan 4, 2006
First registration: Jun 2, 2015
Dual registered: no
Other names: MAGGIE CHI LIU|CHI LIU|MAGGIE CHI LIU|Maggie Liu
IAPD individual key: 4437748

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	Jul 2, 2025	n/a	yes	MENLO PARK, CA	Current employment
BORDEAUX WEALTH ADVISORS	Former SEC adviser	Jul 5, 2023	Jul 9, 2025	no	MENLO PARK, CA	Previous registration
EMPIRICAL WEALTH MANAGEMENT	Independent wealth	Feb 4, 2020	Jul 19, 2023	no	Los Gatos, CA\|SEATTLE, WA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Oct 11, 2018	Jan 31, 2020	no	CAMPBELL, CA	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jun 7, 2017	Sep 21, 2018	no	CUPERTION, CA\|BELLEVUE, WA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 2, 2015	Jun 6, 2017	no	Bellevue, WA	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
BORDEAUX WEALTH ADVISORS	FOCUS PARTNERS WEALTH, LLC	Jul 9, 2025	Jul 2, 2025	-7	Channel change	RIA to RIA
EMPIRICAL WEALTH MANAGEMENT	BORDEAUX WEALTH ADVISORS	Jul 19, 2023	Jul 5, 2023	-14	Firm change	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	EMPIRICAL WEALTH MANAGEMENT	Jan 31, 2020	Feb 4, 2020	4	Firm change	Ibd to RIA
CETERA INVESTMENT ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Sep 21, 2018	Oct 11, 2018	20	Firm change	Ibd to ibd
CHARLES SCHWAB & CO., INC.	CETERA INVESTMENT ADVISERS LLC	Jun 6, 2017	Jun 7, 2017	1	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
287758:159289:CA:2025-07-09	Jul 9, 2025	Jul 2, 2025	MENLO PARK, CA	Firm change

Relationships

Registered with (6)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
Jul 2, 2025 to presentfactForm ADV
→ BORDEAUX WEALTH ADVISORSRegistered adviserregistration: previous registration
Jul 5, 2023 to Jul 9, 2025factForm ADV
→ EMPIRICAL WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 4, 2020 to Jul 19, 2023factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Oct 11, 2018 to Jan 31, 2020factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jun 7, 2017 to Sep 21, 2018factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 2, 2015 to Jun 6, 2017factForm ADV

Dated events

Occurred
Jul 19, 2023
Advisor changed firm
Maggie Chi Liu left Empirical Wealth Management for Bordeaux Wealth Advisors (registered 2023-07-05)
Form ADVobserved 5 days ago