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Advisor at CONTANGO WEALTH MANAGEMENT LLC
OAKLAND, 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 |
|---|---|---|---|---|---|---|
| CONTANGO WEALTH MANAGEMENT LLC | Independent wealth | Nov 20, 2025 | n/a | yes | OAKLAND, CA | Current employment |
| MARIN WEALTH ADVISORS LLC | Independent wealth | Feb 23, 2022 | Dec 31, 2025 | no | SAN RAFAEL, CA | Previous registration |
| MARIN WEALTH ADVISORS LLC | Independent wealth | Jul 26, 2018 | Dec 31, 2021 | no | SAN RAFAEL, CA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jul 27, 2012 | Sep 29, 2017 | no | Oakland, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARIN WEALTH ADVISORS LLC | CONTANGO WEALTH MANAGEMENT LLC | Dec 31, 2025 | Nov 20, 2025 | -41 | Firm change after gap | RIA to new firm |
| CHARLES SCHWAB & CO., INC. | MARIN WEALTH ADVISORS LLC | Sep 29, 2017 | Jul 26, 2018 | 300 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 123237:337757:CA:2025-12-31 | Dec 31, 2025 | Nov 20, 2025 | SAN RAFAEL, CA | Firm change after gap |