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Advisor at COMPOSITION WEALTH, LLC
Clarksville, MD | 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 |
|---|---|---|---|---|---|---|
| COMPOSITION WEALTH, LLC | Independent wealth | Jan 1, 2025 | n/a | yes | LOS ANGELES, CA|Clarksville, MD | Current employment |
| CONNECTUS WEALTH | Former SEC adviser | Jan 11, 2021 | Jul 25, 2024 | no | Hunt Valley, MD | Previous registration |
| HORAN CAPITAL MANAGEMENT,LLC | Former SEC adviser | Dec 27, 2016 | Dec 31, 2020 | no | HUNT VALLEY, MD | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Aug 30, 2010 | Jan 8, 2013 | no | BETHESDA, MD | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Jun 4, 2008 | May 18, 2010 | no | ELKRIDGE, MD | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Sep 2, 2004 | May 28, 2008 | no | OWINGS MILLS, MD|OWINGS MILLS, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONNECTUS WEALTH | COMPOSITION WEALTH, LLC | Jul 25, 2024 | Jan 1, 2025 | 160 | Firm change | RIA to RIA |
| HORAN CAPITAL MANAGEMENT,LLC | CONNECTUS WEALTH | Dec 31, 2020 | Jan 11, 2021 | 11 | Firm change | RIA to new firm |
| STRATEGIC ADVISERS LLC | HORAN CAPITAL MANAGEMENT,LLC | Jan 8, 2013 | Dec 27, 2016 | 1,449 | Firm change after gap | Other |
| MSI FINANCIAL SERVICES, INC. | STRATEGIC ADVISERS LLC | May 18, 2010 | Aug 30, 2010 | 104 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | MSI FINANCIAL SERVICES, INC. | May 28, 2008 | Jun 4, 2008 | 7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106415:310912:MD:2020-12-31 | Dec 31, 2020 | Jan 11, 2021 | HUNT VALLEY, MD | Firm change |