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Advisor at LIFE LINE WEALTH MANAGEMENT LLC
HOUSTON, TX | Houston, TX | BEVERLY HILLS, CA | LOS ANGELES, 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 |
|---|---|---|---|---|---|---|
| FACTORY CAPITAL LLC | Independent wealth | Jul 31, 2026 | n/a | yes | LOS ANGELES, CA|Houston, TX | Current employment |
| LIFE LINE WEALTH MANAGEMENT LLC | Independent wealth | Oct 27, 2025 | n/a | yes | BEVERLY HILLS, CA|HOUSTON, TX | Current employment |
| SPIRE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Jan 24, 2018 | Jan 25, 2019 | no | McLean, VA | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 3, 2017 | Jan 22, 2018 | no | Annapolis, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SPIRE WEALTH MANAGEMENT, LLC | LIFE LINE WEALTH MANAGEMENT LLC | Jan 25, 2019 | Oct 27, 2025 | 2,467 | Firm change after gap | RIA to RIA |
| MORGAN STANLEY | SPIRE WEALTH MANAGEMENT, LLC | Jan 22, 2018 | Jan 24, 2018 | 2 | Firm change | Other |