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Advisor at CORIENT
San Francisco, 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 |
|---|---|---|---|---|---|---|
| Corient | Independent wealth | Nov 6, 2024 | n/a | yes | San Francisco, CA | Current employment |
| ENSEMBLE CAPITAL MANAGEMENT, LLC | Former SEC adviser | Oct 20, 2020 | Nov 13, 2024 | no | SAN FRANCISCO, CA | Previous registration |
| WEALTHSPIRE ADVISORS | Former SEC adviser | Oct 11, 2018 | Apr 22, 2020 | no | SAN FRANCISCO, CA|SAN RAFAEL, CA | Previous registration |
| MOSAIC FINANCIAL PARTNERS, INC. | Former SEC adviser | Jul 17, 2013 | Oct 19, 2018 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ENSEMBLE CAPITAL MANAGEMENT, LLC | Corient | Nov 13, 2024 | Nov 6, 2024 | -7 | Firm change | RIA to RIA |
| WEALTHSPIRE ADVISORS | ENSEMBLE CAPITAL MANAGEMENT, LLC | Apr 22, 2020 | Oct 20, 2020 | 181 | Firm change | RIA to RIA |
| MOSAIC FINANCIAL PARTNERS, INC. | WEALTHSPIRE ADVISORS | Oct 19, 2018 | Oct 11, 2018 | -8 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 107213:319448:CA:2024-11-13 | Nov 13, 2024 | Nov 6, 2024 | SAN FRANCISCO, CA | Firm change |
| 105180:110666:CA:2018-10-19 | Oct 19, 2018 | Oct 11, 2018 | SAN FRANCISCO, CA | Firm change |