TRINITYPOINT WEALTH, LLC

CRD #297165 SEC #801-113394 MILFORD, CT (203) 693-8525

SEC Registered

Total AUM

$1.4B

Discretionary

$1.3B

Employees

Clients

Accounts

4,581

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 17, 2024
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
BETZIG, JAMES, ANDREW	I	PARTNER, CHIEF EXECUTIVE OFFICER	NA	Control
KENNEDY, PETER, ANTHONY	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHANNON, JERILYN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER (MANAGER)	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER (MANAGER)	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER (MANAGER)	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER (MANAGER)	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER (MANAGER)	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER (MANAGER)	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER (MANAGER)	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control
TRINITYPOINT WEALTH HOLDINGS, LLC	DE	MEMBER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS OPERATING, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS OPERATING, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS OPERATING, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS OPERATING, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS OPERATING, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS OPERATING, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS OPERATING, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
FOCUS OPERATING, LLC	DE	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
KENNEDY, PETER, ANTHONY	I	TRINITYPOINT WEALTH HOLDINGS, LLC	E	Control
TRIDENT VI PARALLEL FUND, L.P.	FE	TRIDENT FFP BLOCKER, LLC	E	Control
TRIDENT VI PARALLEL FUND, L.P.	FE	TRIDENT FFP BLOCKER, LLC	E	Control
TRIDENT VI PARALLEL FUND, L.P.	FE	TRIDENT FFP BLOCKER, LLC	E	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
TRIDENT FFP BLOCKER, LLC	DE	TRIDENT FFP, L.P.	C	Control
TRIDENT FFP BLOCKER, LLC	DE	TRIDENT FFP, L.P.	C	Control
TRIDENT FFP BLOCKER, LLC	DE	TRIDENT FFP, L.P.	C	Control
TRIDENT FFP, L.P.	DE	FOCUS FINANCIAL PARTNERS, LLC	C	Control
TRIDENT FFP, L.P.	DE	FOCUS FINANCIAL PARTNERS, LLC	C	Control
TRIDENT FFP, L.P.	DE	FOCUS FINANCIAL PARTNERS, LLC	C	Control
TRIDENT VI, L.P.	FE	TRIDENT FFP, L.P.	C	Control
TRIDENT VI, L.P.	FE	TRIDENT FFP, L.P.	C	Control
TRIDENT VI, L.P.	FE	TRIDENT FFP, L.P.	C	Control

Registrations

Federal

Jun 17, 2024 REGISTERED

Notice Filings (20)

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