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RIA / WealthAdvisorCertified Financial Planner13 years in industry

SHANE PATRICK LARSON

Advisor at COMPOSITION WEALTH, LLC

Corte Madera, CA | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:c96888bf-09a4-dc7d-4ddc-a08fb4a7b2a9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jul 29, 2013 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COMPOSITION WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 27, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 27, 2013
First registration: Jul 29, 2013
Dual registered: no
Other names: SHANE P LARSON
IAPD individual key: 5821159

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COMPOSITION WEALTH, LLC	Independent wealth	Jan 2, 2025	n/a	yes	LOS ANGELES, CA\|Corte Madera, CA	Current employment
MAIN STREET RESEARCH LLC	Independent wealth	May 9, 2022	Oct 27, 2023	no	LAKEVILLE, CT	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Mar 6, 2018	Apr 20, 2022	no	BURIEN, WA\|TUKWILA, WA	Previous registration
KMS FINANCIAL SERVICES, INC	Former SEC adviser	Jan 25, 2018	Mar 5, 2018	no	Mercer Island, WA	Previous registration
SPLARSON FINANCIAL PLANNING, LLC	n/a	May 4, 2016	Dec 1, 2017	no	SEATTLE, WA	Previous registration
KMS FINANCIAL SERVICES, INC	Former SEC adviser	Jul 29, 2013	Jun 22, 2016	no	Mercer Island, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MAIN STREET RESEARCH LLC	COMPOSITION WEALTH, LLC	Oct 27, 2023	Jan 2, 2025	433	Firm change after gap	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	MAIN STREET RESEARCH LLC	Apr 20, 2022	May 9, 2022	19	Firm change	Ibd to RIA
KMS FINANCIAL SERVICES, INC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Mar 5, 2018	Mar 6, 2018	1	Firm change	Ibd to ibd
SPLARSON FINANCIAL PLANNING, LLC	KMS FINANCIAL SERVICES, INC	Dec 1, 2017	Jan 25, 2018	55	Firm change	Other
KMS FINANCIAL SERVICES, INC	SPLARSON FINANCIAL PLANNING, LLC	Jun 22, 2016	May 4, 2016	-49	Firm change after gap	Other

Relationships

Registered with (5)

→ COMPOSITION WEALTH, LLCRegistered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ MAIN STREET RESEARCH LLCRegistered adviserregistration: previous registration
May 9, 2022 to Oct 27, 2023factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Mar 6, 2018 to Apr 20, 2022factForm ADV
→ KMS FINANCIAL SERVICES, INCRegistered adviserregistration: previous registration
Jan 25, 2018 to Mar 5, 2018factForm ADV
→ SPLARSON FINANCIAL PLANNING, LLCRegistered adviserregistration: previous registration
May 4, 2016 to Dec 1, 2017factForm ADV

Dated events

Occurred
Oct 27, 2023
Advisor changed firm
Shane Patrick Larson left Main Street Research Llc for Composition Wealth, Llc (registered 2025-01-02)
Form ADVobserved 4 days ago
Occurred
Apr 20, 2022
Advisor changed firm
Shane Patrick Larson left Raymond James Financial Services Advisors, Inc for Main Street Research Llc (registered 2022-05-09)
Form ADVobserved 4 days ago