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Advisor at ONE DAY WEALTH
SEATTLE, 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 |
|---|---|---|---|---|---|---|
| ONE DAY WEALTH | State registered | Aug 22, 2018 | n/a | yes | SEATTLE, WA | Current employment |
| Savvy | Independent wealth | Aug 27, 2025 | Sep 18, 2025 | no | Seattle, WA|NEW YORK, NY | Previous registration |
| COLUMBIA ADVISORY PARTNERS, LLC | Independent wealth | Nov 1, 2022 | Mar 25, 2024 | no | Seattle, WA | Previous registration |
| CORNERSTONE ADVISORS INC | Former SEC adviser | Mar 11, 2016 | Jan 25, 2018 | no | BELLEVUE, WA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 28, 2014 | Feb 23, 2016 | no | SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Savvy | n/a | Sep 18, 2025 | n/a | n/a | Departure no registered destination | Departure |
| COLUMBIA ADVISORY PARTNERS, LLC | Savvy | Mar 25, 2024 | Aug 27, 2025 | 520 | Firm change after gap | RIA to RIA |
| CORNERSTONE ADVISORS INC | ONE DAY WEALTH | Jan 25, 2018 | Aug 22, 2018 | 209 | Firm change | Other |
| WELLS FARGO ADVISORS | CORNERSTONE ADVISORS INC | Feb 23, 2016 | Mar 11, 2016 | 17 | Firm change | Other |