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Reading the graph
Advisor at WEALTHSIGHTS INVESTMENT MANAGEMENT, LLC
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 |
|---|---|---|---|---|---|---|
| WEALTHSIGHTS INVESTMENT MANAGEMENT, LLC | State registered | Mar 6, 2023 | n/a | yes | LOS ANGELES, CA | Current employment |
| COLUMBIA ADVISORY PARTNERS, LLC | Independent wealth | Feb 6, 2017 | Mar 2, 2023 | no | Los Angeles, CA|LOS ANGELES, CA|Los Angeles, CA | Previous registration |
| SEARCHLIGHT INVESTMENTS, LLC | n/a | Sep 1, 2015 | Mar 3, 2017 | no | BEVERLY HILLS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS, LLC | WEALTHSIGHTS INVESTMENT MANAGEMENT, LLC | Mar 2, 2023 | Mar 6, 2023 | 4 | Firm change | RIA to state RIA |
| SEARCHLIGHT INVESTMENTS, LLC | COLUMBIA ADVISORY PARTNERS, LLC | Mar 3, 2017 | Feb 6, 2017 | -25 | Firm change | Other |