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RIA / WealthAdvisor31 years in industry

SAMUEL CLARKE COQUILLARD

Advisor at COMPOSITION WEALTH, LLC

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:17f7d296-8552-7d88-df90-12a3f0bb45b2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 20, 2000 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COMPOSITION WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 22, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 22, 1995
First registration: Jul 20, 2000
Dual registered: no
IAPD individual key: 2618780

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COMPOSITION WEALTH, LLC	Independent wealth	Oct 2, 2024	n/a	yes	LOS ANGELES, CA	Current employment
PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY	Independent wealth	Jan 4, 2006	Oct 11, 2024	no	GLENDALE, CA	Previous registration
CHELSEA MANAGEMENT COMPANY	Mixed wealth	Apr 15, 2005	Sep 7, 2007	no	LOS ANGELES, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 20, 2000	Jul 3, 2003	no	LOS ANGELES, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY	COMPOSITION WEALTH, LLC	Oct 11, 2024	Oct 2, 2024	-9	Firm change	RIA to RIA
CHELSEA MANAGEMENT COMPANY	PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY	Sep 7, 2007	Jan 4, 2006	-611	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHELSEA MANAGEMENT COMPANY	Jul 3, 2003	Apr 15, 2005	652	Firm change after gap	Other

Relationships

Registered with (4)

→ COMPOSITION WEALTH, LLCRegistered adviserregistration: current employment
Oct 2, 2024 to presentfactForm ADV
→ PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANYRegistered adviserregistration: previous registration
Jan 4, 2006 to Oct 11, 2024factForm ADV
→ CHELSEA MANAGEMENT COMPANYRegistered adviserregistration: previous registration
Apr 15, 2005 to Sep 7, 2007factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 20, 2000 to Jul 3, 2003factForm ADV

Dated events

Occurred
Oct 11, 2024
Advisor changed firm
Samuel Clarke Coquillard left Pacific Global Investment Management Company for Composition Wealth, Llc (registered 2024-10-02)
Form ADVobserved 4 days ago