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Advisor at HAMILTON WEALTH, 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 |
|---|---|---|---|---|---|---|
| HAMILTON WEALTH, LLC | Independent wealth | Oct 2, 2025 | n/a | yes | Encino,, CA | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Mar 15, 2011 | Sep 18, 2017 | no | PALOS VERDES ESTATES, CA|ENCINO, CA|ENCINO, CA | Previous registration |
| CROWELL, WEEDON & CO. | Former SEC adviser | Jun 8, 2007 | Mar 7, 2011 | no | ENCINO, CA|ENCINO, CA | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Sep 16, 2002 | Jul 14, 2003 | no | THOUSAND OAKS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | HAMILTON WEALTH, LLC | Sep 18, 2017 | Oct 2, 2025 | 2,936 | Firm change after gap | Other |
| CROWELL, WEEDON & CO. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Mar 7, 2011 | Mar 15, 2011 | 8 | Firm change | Other |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | CROWELL, WEEDON & CO. | Jul 14, 2003 | Jun 8, 2007 | 1,425 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:289462:CA:2017-09-18 | Sep 18, 2017 | Oct 2, 2025 | ENCINO, CA | Firm change after gap |