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Advisor at SERENUS WEALTH ADVISORS, LLC
SANTA MONICA, 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 |
|---|---|---|---|---|---|---|
| SERENUS WEALTH ADVISORS, LLC | Independent wealth | Jul 15, 2024 | n/a | yes | SANTA MONICA, CA | Current employment |
| CERTUITY, LLC | Independent wealth | Apr 5, 2021 | Aug 12, 2024 | no | NORTH PALM BEACH, FL|Los Angeles, CA|Santa Monica, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CERTUITY, LLC | SERENUS WEALTH ADVISORS, LLC | Aug 12, 2024 | Jul 15, 2024 | -28 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 129505:332034:CA:2024-08-12 | Aug 12, 2024 | Jul 15, 2024 | SANTA MONICA, CA | Firm change |