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Advisor at AERODIGM WEALTH LLC
LAKE OSWEGO, OR | New York, NY
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 |
|---|---|---|---|---|---|---|
| AERODIGM WEALTH LLC | Independent wealth | Feb 27, 2026 | n/a | yes | New York, NY|LAKE OSWEGO, OR | Current employment |
| TRIAD WEALTH PARTNERS, LLC | Independent wealth | Jan 19, 2024 | Mar 26, 2024 | no | Wenatchee, WA | Previous registration |
| TRIAD WEALTH PARTNERS, LLC | Independent wealth | Aug 17, 2023 | Dec 31, 2023 | no | Wenatchee, WA | Previous registration |
| HOHIMER WEALTH MANAGEMENT, LLC | Independent wealth | Jan 12, 2021 | Oct 15, 2021 | no | SEATTLE, WA | Previous registration |
| Merriman | Former SEC adviser | Aug 26, 2014 | Jan 4, 2021 | no | SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRIAD WEALTH PARTNERS, LLC | AERODIGM WEALTH LLC | Mar 26, 2024 | Feb 27, 2026 | 703 | Firm change after gap | RIA to RIA |
| HOHIMER WEALTH MANAGEMENT, LLC | TRIAD WEALTH PARTNERS, LLC | Oct 15, 2021 | Aug 17, 2023 | 671 | Firm change after gap | RIA to new firm |
| Merriman | HOHIMER WEALTH MANAGEMENT, LLC | Jan 4, 2021 | Jan 12, 2021 | 8 | Firm change | RIA to RIA |