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Advisor at PASADENA PRIVATE WEALTH, LLC
PASADENA, 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 |
|---|---|---|---|---|---|---|
| PASADENA PRIVATE WEALTH, LLC | Independent wealth | May 12, 2025 | n/a | yes | PASADENA, CA | Current employment |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | Independent wealth | Oct 3, 2023 | Dec 11, 2025 | no | LOS ANGELES, CA | Previous registration |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Jul 31, 2020 | Sep 25, 2022 | no | Beverly Hills, CA|Los Angeles, CA|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | PASADENA PRIVATE WEALTH, LLC | Dec 11, 2025 | May 12, 2025 | -213 | Firm change after gap | RIA to RIA |
| HIGHTOWER ADVISORS, LLC | SILVER OAK WEALTH ADVISORS SERVICES, LLC | Sep 25, 2022 | Oct 3, 2023 | 373 | Firm change | Ibd to RIA |