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Advisor at SIGFIG WEALTH MANAGEMENT LLC
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 |
|---|---|---|---|---|---|---|
| SIGFIG WEALTH MANAGEMENT LLC | Independent wealth | Sep 10, 2025 | n/a | yes | San Francisco, CA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 4, 2004 | Feb 13, 2006 | no | NEW YORK, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SIGFIG WEALTH MANAGEMENT LLC | Feb 13, 2006 | Sep 10, 2025 | 7,149 | Firm change after gap | Wirehouse to RIA |