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Advisor at SHLECTER WEALTH MANAGEMENT, LLC
Los Angeles, CA | BEVERLY HILLS, CA | Beverly Hills, CA | PASADENA, 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 |
|---|---|---|---|---|---|---|
| PASADENA PRIVATE WEALTH, LLC | Independent wealth | Apr 16, 2025 | n/a | yes | Los Angeles, CA|PASADENA, CA|Beverly Hills, CA | Current employment |
| SHLECTER WEALTH MANAGEMENT, LLC | State registered | Jan 15, 2025 | n/a | yes | BEVERLY HILLS, CA | Current employment |
| MORTON WEALTH | Independent wealth | Aug 10, 2009 | Apr 2, 2013 | no | CALABASAS, CA | Previous registration |
| KAYNE ANDERSON CAPITAL ADVISORS, L.P. | Asset manager | Oct 5, 2004 | Jul 16, 2009 | no | LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORTON WEALTH | SHLECTER WEALTH MANAGEMENT, LLC | Apr 2, 2013 | Jan 15, 2025 | 4,306 | Firm change after gap | Other |
| KAYNE ANDERSON CAPITAL ADVISORS, L.P. | MORTON WEALTH | Jul 16, 2009 | Aug 10, 2009 | 25 | Firm change | Other |