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Advisor at FILIGREE WEALTH ADVISORS, LLC
IRVINE, CA | Sisters, OR
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 |
|---|---|---|---|---|---|---|
| FILIGREE WEALTH ADVISORS, LLC | Independent wealth | Dec 18, 2024 | n/a | yes | Sisters, OR|IRVINE, CA | Current employment |
| CW ADVISORS, LLC | Independent wealth | Oct 21, 2020 | May 16, 2022 | no | Costa Mesa, CA|Sisters, OR|BOSTON, MA | Previous registration |
| CONGRESS WEALTH MANAGEMENT LLC | Former SEC adviser | Aug 15, 2019 | Dec 2, 2020 | no | Rancho Santa Fe, CA|BOSTON, MA | Previous registration |
| SVB WEALTH | Independent wealth | Jan 26, 2016 | Jul 16, 2019 | no | Beverly Hills, CA | Previous registration |
| FILIGREE ADVISORS | Former SEC adviser | Dec 3, 2010 | Feb 12, 2016 | no | LAKE OSWEGO, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CW ADVISORS, LLC | FILIGREE WEALTH ADVISORS, LLC | May 16, 2022 | Dec 18, 2024 | 947 | Firm change after gap | RIA to RIA |
| CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC | Dec 2, 2020 | Oct 21, 2020 | -42 | Firm change after gap | RIA to new firm |
| SVB WEALTH | CONGRESS WEALTH MANAGEMENT LLC | Jul 16, 2019 | Aug 15, 2019 | 30 | Firm change | RIA to RIA |
| FILIGREE ADVISORS | SVB WEALTH | Feb 12, 2016 | Jan 26, 2016 | -17 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149446:310873:MA:2020-12-02 | Dec 2, 2020 | Oct 21, 2020 | BOSTON, MA | Firm change after gap |
| 146284:172832:OR:2016-02-12 | Feb 12, 2016 | Jan 26, 2016 | LAKE OSWEGO, OR | Firm change |