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Advisor at SEIA
Aliso Viejo, CA | 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 |
|---|---|---|---|---|---|---|
| SELECT MONEY MANAGEMENT, INC. | Independent wealth | Feb 9, 2026 | n/a | yes | Aliso Viejo, CA|LOS ANGELES, CA | Current employment |
| Seia | Bd affiliated wealth | Oct 27, 2025 | n/a | yes | Aliso Viejo, CA|LOS ANGELES, CA | Current employment |
| SELECT MONEY MANAGEMENT, INC. | Independent wealth | Feb 12, 2013 | Dec 31, 2025 | no | LOS ANGELES, CA | Previous registration |
| SELECT MONEY MANAGEMENT, INC. | Independent wealth | Mar 15, 2010 | Dec 31, 2012 | no | LOS ANGELES, CA | Previous registration |
| SELECT PORTFOLIO MANAGEMENT INC | Former SEC adviser | Feb 1, 1996 | Oct 19, 2025 | no | ALISO VIEJO, CA|ALISO VIEJO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SELECT MONEY MANAGEMENT, INC. | Seia | Dec 31, 2025 | Oct 27, 2025 | -65 | Channel change | RIA to ibd |
| SELECT PORTFOLIO MANAGEMENT INC | SELECT MONEY MANAGEMENT, INC. | Oct 19, 2025 | Mar 15, 2010 | -5,697 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153256:108163:CA:2025-12-31 | Dec 31, 2025 | Oct 27, 2025 | LOS ANGELES, CA | Firm change after gap |
| 107228:153256:CA:2025-10-19 | Oct 19, 2025 | Mar 15, 2010 | ALISO VIEJO, CA | Firm change after gap |