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Advisor at COMPOSITION WEALTH, LLC
LOS ANGELES, CA | Bainbridge Island, 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 |
|---|---|---|---|---|---|---|
| COMPOSITION WEALTH, LLC | Independent wealth | Dec 21, 2023 | n/a | yes | LOS ANGELES, CA|Bainbridge Island, WA | Current employment |
| PARCION PRIVATE WEALTH LLC | Independent wealth | Jun 12, 2023 | Feb 1, 2024 | no | BELLEVUE, WA | Previous registration |
| RBC CAPITAL MARKETS, LLC | National bd RIA | Sep 11, 2018 | Jun 27, 2023 | no | MINNEAPOLIS, MN|CLIVE, IA | Previous registration |
| SYVERSON STREGE | Independent wealth | Oct 24, 2017 | Apr 12, 2018 | no | WEST DES MOINES, IA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 22, 2014 | Oct 5, 2017 | no | NEW YORK, NY|NEW YORK, NY|HOUSTON, TX|WEST DES MOINES, IA|NORTHBROOK, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARCION PRIVATE WEALTH LLC | COMPOSITION WEALTH, LLC | Feb 1, 2024 | Dec 21, 2023 | -42 | Firm change after gap | RIA to RIA |
| RBC CAPITAL MARKETS, LLC | PARCION PRIVATE WEALTH LLC | Jun 27, 2023 | Jun 12, 2023 | -15 | Firm change | Ibd to RIA |
| SYVERSON STREGE | RBC CAPITAL MARKETS, LLC | Apr 12, 2018 | Sep 11, 2018 | 152 | Firm change | RIA to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SYVERSON STREGE | Oct 5, 2017 | Oct 24, 2017 | 19 | Firm change | Other |