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Advisor at DELARME WEALTH MANAGEMENT, INC.
PALOS VERDES ESTATES, 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 |
|---|---|---|---|---|---|---|
| DELARME WEALTH MANAGEMENT, INC. | Independent wealth | Jan 2, 2024 | n/a | yes | PALOS VERDES ESTATES, CA | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | May 18, 2016 | Dec 31, 2023 | no | TORRANCE, CA|TORRANCE, CA|Palos Verdes Estates, CA|Palos Verdes Estates, CA | Previous registration |
| EDWARD JONES | National bd RIA | Apr 14, 2008 | May 6, 2016 | no | EL SEGUNDO, CA|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | DELARME WEALTH MANAGEMENT, INC. | Dec 31, 2023 | Jan 2, 2024 | 2 | Firm change | Ibd to new firm |
| EDWARD JONES | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | May 6, 2016 | May 18, 2016 | 12 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:328372:CA:2023-12-31 | Dec 31, 2023 | Jan 2, 2024 | PALOS VERDES ESTATES, CA | Firm change |
| 250:149018:MO:2016-04-25 | May 6, 2016 | May 18, 2016 | ST LOUIS, MO | Firm change |