DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at COMPOSITION WEALTH, LLC
LOS ANGELES, CA | Seattle, WA
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 |
|---|---|---|---|---|---|---|
| COMPOSITION WEALTH, LLC | Independent wealth | Jun 28, 2024 | n/a | yes | Seattle, WA|LOS ANGELES, CA | Current employment |
| EP WEALTH ADVISORS | Independent wealth | Nov 1, 2019 | Dec 17, 2024 | no | Seattle, WA|TORRANCE, CA | Previous registration |
| FILAMENT, LLC | Former SEC adviser | Aug 3, 2017 | Sep 24, 2019 | no | SEATTLE, WA | Previous registration |
| GLASSMAN WEALTH SERVICES, LLC | Independent wealth | Nov 15, 2016 | Apr 10, 2017 | no | VIENNA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EP WEALTH ADVISORS | COMPOSITION WEALTH, LLC | Dec 17, 2024 | Jun 28, 2024 | -172 | Firm change after gap | RIA to RIA |
| FILAMENT, LLC | EP WEALTH ADVISORS | Sep 24, 2019 | Nov 1, 2019 | 38 | Firm change | RIA to RIA |
| GLASSMAN WEALTH SERVICES, LLC | FILAMENT, LLC | Apr 10, 2017 | Aug 3, 2017 | 115 | Firm change | Other |