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Advisor at COMPOSITION WEALTH, LLC
Hauppauge, NY | LOS ANGELES, 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 |
|---|---|---|---|---|---|---|
| COMPOSITION WEALTH, LLC | Independent wealth | Nov 24, 2021 | n/a | yes | LOS ANGELES, CA|Hauppauge, NY | Current employment |
| ROSEMARK ADVISORS, INC. | Former SEC adviser | Nov 13, 2015 | Dec 31, 2017 | no | BOHEMIA, NY | Previous registration |
| CASTLE ASSET MANAGEMENT, LLC | Former SEC adviser | Mar 21, 2012 | Dec 22, 2021 | no | HAUPPAUGE, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CASTLE ASSET MANAGEMENT, LLC | ROSEMARK ADVISORS, INC. | Dec 22, 2021 | Nov 13, 2015 | -2,231 | Firm change after gap | Other |
| ROSEMARK ADVISORS, INC. | COMPOSITION WEALTH, LLC | Dec 31, 2017 | Nov 24, 2021 | 1,424 | Firm change after gap | Other |