Best Investors Account Sign in
Inactive

Kaevaan Gene Mackay

Focus Partners Wealth, LLC

Panorama City, CA

CRD 7968991

Claim This Profile
Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-01
  • CA RA
    APPROVED
    Since 2025-07-01

Branch Locations

Panorama City, CA • 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
Churchill Management Group Los Angeles CA 09/2023 Present
Li Cha Tea Northridge CA 10/2022 09/2023
Vita Csun Northridge CA 01/2023 05/2023
Unemployed N/A CA 06/2022 09/2022
Nacelle Company Los Angeles CA 01/2022 05/2022
Chick-Fil-A Encino CA 09/2020 01/2022
Unemployed N/A CA 02/2020 08/2020
Csun Library Northridge CA 01/2020 02/2020
Sears Northridge CA 09/2019 12/2019
Student Lake Balboa CA 08/2014 08/2019
Focus Partners Wealth, Llc Boston MA 07/2025 Present
  • 09/2023 → Present
    Churchill Management Group
    Los Angeles, CA
  • 10/2022 → 09/2023
    Li Cha Tea
    Northridge, CA
  • 01/2023 → 05/2023
    Vita Csun
    Northridge, CA
  • 06/2022 → 09/2022
    Unemployed
    N/A, CA
  • 01/2022 → 05/2022
    Nacelle Company
    Los Angeles, CA
  • 09/2020 → 01/2022
    Chick-Fil-A
    Encino, CA
  • 02/2020 → 08/2020
    Unemployed
    N/A, CA
  • 01/2020 → 02/2020
    Csun Library
    Northridge, CA
  • 09/2019 → 12/2019
    Sears
    Northridge, CA
  • 08/2014 → 08/2019
    Student
    Lake Balboa, CA
  • 07/2025 → Present
    Boston, MA
Previous Registrations
  • 2024-10-24 → 2025-09-23
    Churchill Management Group
    Panorama City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-24
  • S65 Uniform Investment Adviser Law Examination
    2024-10-24

View on SEC IAPD

More in Panorama City, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor