Focus Partners’ CRS text changed; 124 daily firm filing observations
On Nov. 12, 2026, Focus Partners Wealth, LLC had a client relationship summary text change among 124 daily firm filing observations. The date marks when documents were observed, not when they were submitted.
By Maya Chen·Edition ·1 min read
Focus Partners Wealth, LLC had a client relationship summary text change observed on Nov. 12, 2026. The latest text includes an Aug. 12, 2026 date; the prior text was dated March 31, 2025. The observation date is not a submission or processing date.
There were 124 daily firm filing observations on Nov. 12, 2026. The observed categories included 124 Part 1 observations, 53 Part 2 brochure observations and 31 client relationship summary observations. Categories overlap, and their observation does not by itself establish that a document’s substantive content changed.
D. E. Shaw & Co., L.P. had Part 1 and Part 2 brochure categories observed. Its brochure title was “D. E. Shaw & Co., L.P. Form ADV Part 2a Brochure”; the observation does not establish a substantive change to the brochure.
ADV filing observations
The appendix lists all 124 daily firm filing observations on 11/12/2026. An observation can include multiple document categories and does not by itself prove a substantive document change.
Showing rows 51–75 of 124. The CSV contains the complete table.