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Advisor at CONSILIO WEALTH ADVISORS, LLC
BELLEVUE, WA
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 |
|---|---|---|---|---|---|---|
| CONSILIO WEALTH ADVISORS, LLC | Independent wealth | Jun 14, 2021 | n/a | yes | BELLEVUE, WA | Current employment |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Apr 14, 2011 | Jun 14, 2021 | no | SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | CONSILIO WEALTH ADVISORS, LLC | Jun 14, 2021 | Jun 14, 2021 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 2881:314466:WA:2021-06-14 | Jun 14, 2021 | Jun 14, 2021 | SEATTLE, WA | Firm change |