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Advisor at EVOLVE PRIVATE WEALTH, LLC
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 |
|---|---|---|---|---|---|---|
| EVOLVE PRIVATE WEALTH, LLC | Independent wealth | Jan 21, 2025 | n/a | yes | LOS ANGELES, CA | Current employment |
| SANCTUARY ADVISORS, LLC | Bd affiliated wealth | Sep 14, 2022 | Apr 3, 2025 | no | LOS ANGELES, CA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 18, 2000 | Sep 20, 2022 | no | LOS ANGELES, CA|LOS ANGELES, CA|LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SANCTUARY ADVISORS, LLC | EVOLVE PRIVATE WEALTH, LLC | Apr 3, 2025 | Jan 21, 2025 | -72 | Firm change after gap | Ibd to new firm |
| WELLS FARGO ADVISORS | SANCTUARY ADVISORS, LLC | Sep 20, 2022 | Sep 14, 2022 | -6 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 226606:333932:CA:2025-04-02 | Apr 3, 2025 | Jan 21, 2025 | LOS ANGELES, CA | Firm change after gap |
| 19616:226606:CA:2022-09-20 | Sep 20, 2022 | Sep 14, 2022 | LOS ANGELES, CA | Firm change |