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Advisor at FOCUS PARTNERS WEALTH, LLC
Rancho Murieta, 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 |
|---|---|---|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Apr 15, 2026 | n/a | yes | Rancho Murieta, CA | Current employment |
| ADERO PARTNERS, LLC | Former SEC adviser | Aug 24, 2023 | Dec 5, 2024 | no | WALNUT CREEK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADERO PARTNERS, LLC | FOCUS PARTNERS WEALTH, LLC | Dec 5, 2024 | Apr 15, 2026 | 496 | Firm change after gap | RIA to RIA |