DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Sandra Loraine Knecht

Focus Partners Wealth, LLCindependent RIAConifer, CoIA-onlyIAPD 2470804

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Sandra L March

At current firm

0 y

since Jan 4, 2026

In the industry

30 y

since May 2, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Focus Partners Wealth, LLC independent RIA current
since Jan 4, 2026 · Conifer, Co
Northcoast Asset Management LLC independent RIA
Apr 1, 2025 to Mar 20, 2026 · Conifer, Co
Transform Wealth, LLC former
Dec 5, 2019 to Apr 3, 2025 · Greenwood Village, Co
Bok Financial Private Wealth, Inc. independent RIA
Jun 28, 2019 to Nov 21, 2019 · Denver, Co
Cobiz Wealth former
Apr 19, 2016 to Oct 31, 2019 · Denver, Co
Schwab Wealth Advisory, Inc. no RAUM
Mar 15, 2013 to Apr 4, 2016 · Englewood, Co
Charles Schwab & Co., Inc. national BD
Mar 4, 2013 to Mar 15, 2013 · Englewood, Co
Charles Schwab & Co., Inc. national BD
Feb 16, 2001 to Feb 26, 2004 · Englewood, Co

Moves

a registration end followed by a registration begin elsewhere

Northcoast Asset Management LLC to Focus Partners Wealth, LLC
left Mar 20, 2026, registered Jan 4, 2026 (-75 days) · corporate re-registration, not a move
Transform Wealth, LLC to Northcoast Asset Management LLC
left Apr 3, 2025, registered Apr 1, 2025 (-2 days) · RIA to RIA · moved with a team
Bok Financial Private Wealth, Inc. to Transform Wealth, LLC
left Nov 21, 2019, registered Dec 5, 2019 (14 days) · RIA to RIA · moved with a team
Cobiz Wealth to Bok Financial Private Wealth, Inc.
left Oct 31, 2019, registered Jun 28, 2019 (-125 days) · RIA to RIA · moved with a team
Schwab Wealth Advisory, Inc. to Cobiz Wealth
left Apr 4, 2016, registered Apr 19, 2016 (15 days) · Other
Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.
left Mar 15, 2013, registered Mar 15, 2013 (0 days) · channel change inside one enterprise, not a move

Signals

Sandra Loraine Knecht left Transform Wealth, Llc for Northcoast Asset Management Llc (registered 2025-04-01)
Apr 3, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address