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Ismar Zildzic

Focus Partners Wealth, LLC

Sacremento, 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

1425 River Park Drive Suite 110, Sacremento, CA 95815 • 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
Hoylecohen Llc Sacramento CA 02/2016 Present
The Colony Group, Llc Boston MA 09/2024 Present
  • 02/2016 → Present
    Hoylecohen Llc
    Sacramento, CA
  • 09/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2017-11-16 → 2024-11-21
    Hoylecohen, Llc
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-15
  • S65 Uniform Investment Adviser Law Examination
    2017-11-15

View on SEC IAPD

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SACRAMENTO, CA
FOCUS PARTNERS WEALTH, LLC · Sacramento, CA
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AMERIPRISE FINANCIAL SERVICES, LLC · SACRAMENTO, CA
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