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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 | Mar 11, 2025 | n/a | yes | Seattle, WA|LOS ANGELES, CA | Current employment |
| UNIONVIEW WEALTH PARTNERS | Former SEC adviser | Jul 31, 2019 | May 12, 2025 | no | SEATTLE, WA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | May 8, 2015 | Aug 5, 2019 | no | SEATTLE, WA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Aug 11, 2014 | May 11, 2015 | no | SEATTLE, WA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | May 19, 2011 | Aug 1, 2013 | no | SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNIONVIEW WEALTH PARTNERS | COMPOSITION WEALTH, LLC | May 12, 2025 | Mar 11, 2025 | -62 | Firm change after gap | RIA to RIA |
| WELLS FARGO ADVISORS | UNIONVIEW WEALTH PARTNERS | Aug 5, 2019 | Jul 31, 2019 | -5 | Firm change | Wirehouse to new firm |
| STRATEGIC ADVISERS LLC | WELLS FARGO ADVISORS | May 11, 2015 | May 8, 2015 | -3 | Firm change | Ibd to wirehouse |
| WELLS FARGO ADVISORS | STRATEGIC ADVISERS LLC | Aug 1, 2013 | Aug 11, 2014 | 375 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 304462:143483:WA:2025-05-12 | May 12, 2025 | Mar 11, 2025 | SEATTLE, WA | Firm change after gap |
| 11025:304462:WA:2019-08-05 | Aug 5, 2019 | Jul 31, 2019 | SEATTLE, WA | Firm change |