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Advisor at CURATED WEALTH PARTNERS, LLC
EL SEGUNDO, 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 |
|---|---|---|---|---|---|---|
| CURATED WEALTH PARTNERS, LLC | Independent wealth | Feb 2, 2026 | n/a | yes | EL SEGUNDO, CA | Current employment |
| CURATED WEALTH PARTNERS, LLC | Independent wealth | Sep 12, 2018 | Dec 31, 2025 | no | EL SEGUNDO, CA | Previous registration |
| DEUTSCHE BANK SECURITIES INC. | No RAUM reported | Aug 2, 2017 | Sep 20, 2018 | no | Los Angeles, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DEUTSCHE BANK SECURITIES INC. | CURATED WEALTH PARTNERS, LLC | Sep 20, 2018 | Sep 12, 2018 | -8 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 2525:297852:CA:2018-09-18 | Sep 20, 2018 | Sep 12, 2018 | LOS ANGELES, CA | Firm change |