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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 | Jan 6, 2022 | Dec 31, 2025 | no | SAN RAFAEL, CA | Previous registration |
| MARIN WEALTH ADVISORS LLC | Independent wealth | May 13, 2016 | Dec 31, 2021 | no | SAN RAFAEL, CA | Previous registration |
| ZIONS CAPITAL ADVISORS, INC. | Institutional manager | Feb 13, 2012 | Mar 26, 2015 | no | SAN FRANCISCO, CA|SALT LAKE CITY, UT | Previous registration |
| ALLSPRING FUNDS MANAGEMENT, LLC | Asset manager | Apr 18, 2008 | May 4, 2009 | no | SAN FRANCISCO, 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 |
| ZIONS CAPITAL ADVISORS, INC. | MARIN WEALTH ADVISORS LLC | Mar 26, 2015 | May 13, 2016 | 414 | Firm change after gap | Other |
| ALLSPRING FUNDS MANAGEMENT, LLC | ZIONS CAPITAL ADVISORS, INC. | May 4, 2009 | Feb 13, 2012 | 1,015 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 123237:337757:CA:2025-12-31 | Dec 31, 2025 | Nov 20, 2025 | SAN RAFAEL, CA | Firm change after gap |