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Reading the graph
Advisor at SEIA
LOS ANGELES, CA | Aliso Viejo, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SELECT MONEY MANAGEMENT, INC. | Independent wealth | Feb 10, 2026 | n/a | yes | LOS ANGELES, CA|Aliso Viejo, CA | Current employment |
| Seia | Bd affiliated wealth | Oct 17, 2025 | n/a | yes | Aliso Viejo, CA|LOS ANGELES, CA | Current employment |
| SELECT MONEY MANAGEMENT, INC. | Independent wealth | Feb 12, 2013 | Dec 31, 2025 | no | LOS ANGELES, CA | Previous registration |
| SELECT MONEY MANAGEMENT, INC. | Independent wealth | Jan 6, 2011 | Dec 31, 2012 | no | LOS ANGELES, CA | Previous registration |
| SELECT PORTFOLIO MANAGEMENT INC | Former SEC adviser | Mar 27, 2006 | Oct 19, 2025 | no | ALISO VIEJO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SELECT MONEY MANAGEMENT, INC. | Seia | Dec 31, 2025 | Oct 17, 2025 | -75 | Channel change | RIA to ibd |
| SELECT PORTFOLIO MANAGEMENT INC | SELECT MONEY MANAGEMENT, INC. | Oct 19, 2025 | Jan 6, 2011 | -5,400 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153256:108163:CA:2025-12-31 | Dec 31, 2025 | Oct 17, 2025 | LOS ANGELES, CA | Firm change after gap |
| 107228:153256:CA:2025-10-19 | Oct 19, 2025 | Jan 6, 2011 | ALISO VIEJO, CA | Firm change after gap |