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Focus Sues Former Advisors Over Mosaic Name Dispute
Key takeaways
- Late last month, Mariner Independent onboarded three former Focus advisors: John Buckingham, Jason Clark and Christopher Quigley, and launched Mosaic Value Partners, with three other employees.
- Before the move, the trio had been with Focus Financial Partners’ Kovitz Investment Group Partners since 2018.
- According to Focus Financial’s lawsuit against the new firm, Focus Partners Wealth also includes Mosaic Family Wealth Partners, a minority-owned and controlled network firm of Focus Financial.
Focus Sues Former Advisors Over Mosaic Name Dispute Patrick Donachie Thu, May 7, 2026 at 12:12 AM GMT+7 3 min read You can find original article here Wealth Management. Subscribe to our free daily Wealth Management newsletters.
Focus Financial Partners is suing a team that left the firm to affiliate through Mariner’s Independent platform, claiming their new moniker infringes on a trademarked name of a Focus subsidiary, with Focus claiming the “likelihood of confusion” is “overwhelming.”
Late last month, Mariner Independent onboarded three former Focus advisors: John Buckingham, Jason Clark and Christopher Quigley, and launched Mosaic Value Partners, with three other employees. The addition was the largest team added to the Mariner platform.
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