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Advisor at COMPOSITION WEALTH, LLC
LOS ANGELES, CA | Sausalito, 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 |
|---|---|---|---|---|---|---|
| COMPOSITION WEALTH, LLC | Independent wealth | Nov 22, 2022 | n/a | yes | LOS ANGELES, CA|Sausalito, CA | Current employment |
| SHAREBUILDER 401K | No RAUM reported | Aug 6, 2019 | Mar 7, 2022 | no | SEATTLE, WA|Novato, CA | Previous registration |
| KELMOORE INVESTMENT COMPANY, INC. | n/a | May 16, 2005 | Apr 4, 2008 | no | PALO ALTO, CA|PALO ALTO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SHAREBUILDER 401K | COMPOSITION WEALTH, LLC | Mar 7, 2022 | Nov 22, 2022 | 260 | Firm change | Other |
| KELMOORE INVESTMENT COMPANY, INC. | SHAREBUILDER 401K | Apr 4, 2008 | Aug 6, 2019 | 4,141 | Firm change after gap | Other |