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Advisor at SHAH WEALTH ADVISORS
CHINO HILLS, 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 |
|---|---|---|---|---|---|---|
| SHAH WEALTH ADVISORS | Independent wealth | Apr 2, 2026 | n/a | yes | CHINO HILLS, CA | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Oct 31, 2023 | Apr 6, 2026 | no | CHINO HILLS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | SHAH WEALTH ADVISORS | Apr 6, 2026 | Apr 2, 2026 | -4 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:340644:CA:2026-04-06 | Apr 6, 2026 | Apr 2, 2026 | CHINO HILLS, CA | Firm change |