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Advisor at MAREST CAPITAL, LLC
ENCINO, 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 |
|---|---|---|---|---|---|---|
| MAREST CAPITAL, LLC | Independent wealth | Mar 15, 2022 | n/a | yes | ENCINO, CA | Current employment |
| CREATIVEONE WEALTH, LLC | Independent wealth | Oct 27, 2020 | Mar 15, 2022 | no | OVERLAND PARK, KS|Encino, CA | Previous registration |
| PARTNERVEST ADVISORY SERVICES LLC | Former SEC adviser | Jan 4, 2019 | Nov 5, 2020 | no | Tarzana, CA|SANTA BARBARA, CA | Previous registration |
| PARTNERVEST ADVISORY SERVICES LLC | Former SEC adviser | Nov 1, 2018 | Nov 2, 2018 | no | Encino, CA|SANTA BARBARA, CA | Previous registration |
| PARTNERVEST ADVISORY SERVICES LLC | Former SEC adviser | May 1, 2015 | Oct 20, 2015 | no | ENCINO, CA|SANTA BARBARA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVEONE WEALTH, LLC | MAREST CAPITAL, LLC | Mar 15, 2022 | Mar 15, 2022 | 0 | Firm change | RIA to new firm |
| PARTNERVEST ADVISORY SERVICES LLC | CREATIVEONE WEALTH, LLC | Nov 5, 2020 | Oct 27, 2020 | -9 | Bulk transfer | RIA to RIA |