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Advisor at TRE API WEALTH MANAGEMENT, LLC
SAN FRANCISCO, CA | SONOMA, 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 |
|---|---|---|---|---|---|---|
| TRE API WEALTH MANAGEMENT, LLC | State registered | Mar 2, 2021 | n/a | yes | SONOMA, CA|SAN FRANCISCO, CA | Current employment |
| NICH CAPITAL PARTNERS, INC. | Independent wealth | Feb 3, 2016 | Feb 19, 2021 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NICH CAPITAL PARTNERS, INC. | TRE API WEALTH MANAGEMENT, LLC | Feb 19, 2021 | Mar 2, 2021 | 11 | Firm change | Other |