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Advisor at BLUE ZONE WEALTH ADVISORS, LLC
LOS ANGELES, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BLUE ZONE WEALTH ADVISORS, LLC | Independent wealth | Jan 1, 2025 | n/a | yes | LOS ANGELES, CA | Current employment |
| COMPOSITION WEALTH, LLC | Independent wealth | Apr 20, 2016 | Dec 16, 2019 | no | LOS ANGELES, CA | Previous registration |
| TRI-STAR FINANCIAL | Former SEC adviser | Jun 12, 2013 | Apr 19, 2016 | no | EL SEGUNDO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMPOSITION WEALTH, LLC | BLUE ZONE WEALTH ADVISORS, LLC | Dec 16, 2019 | Jan 1, 2025 | 1,843 | Firm change after gap | RIA to RIA |
| TRI-STAR FINANCIAL | COMPOSITION WEALTH, LLC | Apr 19, 2016 | Apr 20, 2016 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 143483:305943:CA:2019-12-09 | Dec 16, 2019 | Jan 1, 2025 | LOS ANGELES, CA | Firm change after gap |