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Advisor at EVOLVE PRIVATE WEALTH, LLC
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 |
|---|---|---|---|---|---|---|
| EVOLVE PRIVATE WEALTH, LLC | Independent wealth | Jun 9, 2026 | n/a | yes | LOS ANGELES, CA | Current employment |
| IEQ CAPITAL, LLC | Independent wealth | Dec 21, 2022 | May 28, 2026 | no | Los Angeles, CA | Previous registration |
| RBC CAPITAL MARKETS, LLC | National bd RIA | Sep 14, 2022 | Dec 8, 2022 | no | NEWPORT BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IEQ CAPITAL, LLC | EVOLVE PRIVATE WEALTH, LLC | May 28, 2026 | Jun 9, 2026 | 12 | Firm change | RIA to RIA |
| RBC CAPITAL MARKETS, LLC | IEQ CAPITAL, LLC | Dec 8, 2022 | Dec 21, 2022 | 13 | Firm change | Ibd to RIA |