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Brooke Elizabeth Warner

Focus Partners Wealth, LLC

San Diego, CA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-03
  • CA RA
    APPROVED
    Since 2024-09-03

Branch Locations

350 Camino De La Reina Suite 500, San Diego, CA 92108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wheelerfrost-Wealth Managers San Diego CA 06/2014 10/2017
Hoylecohen, Llc San Diego CA 10/2017 09/2024
Focus Partners Wealth, Llc Boston MA 09/2024 Present
  • 06/2014 → 10/2017
    Wheelerfrost-Wealth Managers
    San Diego, CA
  • 10/2017 → 09/2024
    Hoylecohen, Llc
    San Diego, CA
  • 09/2024 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 2022-04-26 → 2024-11-21
    Hoylecohen, Llc
    San Diego, CA
  • 2014-07-02 → 2017-11-15
    Zermatt Wealth Partners
    San Diego, CA
  • 2010-08-18 → 2014-06-23
    Equitable Advisors, Llc
    San Diego, CA
  • 2008-10-29 → 2010-08-10
    National Planning Corporation
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-01
  • S66 Uniform Combined State Law Examination
    2007-10-01
Designations
Other Names
  • Brooke E Salstrom
  • Brooke Elizabeth Salstrom

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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