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

Jennifer Marie Davis

Focus Partners Wealth, LLCindependent RIAFrisco, TxIA-onlyIAPD 6230734

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jennifer Marie Haak

At current firm

0 y

since Jan 12, 2026

In the industry

12 y

since Sep 21, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

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 12, 2026 · Frisco, Tx
Northcoast Asset Management LLC independent RIA
Aug 1, 2024 to Mar 20, 2026 · Frisco, Tx
Northcoast Asset Management LLC independent RIA
Aug 1, 2024 to Dec 31, 2024 · Frisco, Tx
Relative Value Partners, LLC former
Jan 18, 2022 to Aug 14, 2024 · Nashotah, Wi
Brownson, Rehmus & Foxworth, Inc. independent RIA
Sep 24, 2018 to Jan 13, 2022 · Chicago, Il
Resource Consulting Group former
Jan 5, 2018 to Jul 27, 2018 · Orlando, Fl
Charles Schwab & Co., Inc. national BD
Jul 20, 2017 to Nov 14, 2017 · Orlando, Fl
Schwab Wealth Advisory, Inc. no RAUM
Aug 26, 2015 to Jun 19, 2017 · Orlando, Fl
Brownson, Rehmus & Foxworth, Inc. independent RIA
Sep 23, 2013 to Jul 1, 2015 · Chicago, Il

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 12, 2026 (-67 days) · corporate re-registration, not a move
Relative Value Partners, LLC to Northcoast Asset Management LLC
left Aug 14, 2024, registered Aug 1, 2024 (-13 days) · RIA to RIA
Brownson, Rehmus & Foxworth, Inc. to Relative Value Partners, LLC
left Jan 13, 2022, registered Jan 18, 2022 (5 days) · RIA to RIA · moved with a team
Resource Consulting Group to Brownson, Rehmus & Foxworth, Inc.
left Jul 27, 2018, registered Sep 24, 2018 (59 days) · RIA to RIA
Charles Schwab & Co., Inc. to Resource Consulting Group
left Nov 14, 2017, registered Jan 5, 2018 (52 days) · Other
Schwab Wealth Advisory, Inc. to Charles Schwab & Co., Inc.
left Jun 19, 2017, registered Jul 20, 2017 (31 days) · channel change inside one enterprise, not a move
Brownson, Rehmus & Foxworth, Inc. to Schwab Wealth Advisory, Inc.
left Jul 1, 2015, registered Aug 26, 2015 (56 days) · Other

Signals

Jennifer Marie Davis left Relative Value Partners, Llc for Northcoast Asset Management Llc (registered 2024-08-01)
Aug 14, 2024 · Advisor changed firm · fact
Jennifer Marie Davis left Brownson, Rehmus & Foxworth, Inc. for Relative Value Partners, Llc (registered 2022-01-18)
Jan 13, 2022 · 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address