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Advisor at ASPIRIANT, LLC
SAN DIEGO, 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 |
|---|---|---|---|---|---|---|
| ASPIRIANT, LLC | Independent wealth | Dec 3, 2021 | n/a | yes | SAN DIEGO, CA|LOS ANGELES, CA | Current employment |
| HEARTHSTONE | PRIVATE WEALTH MANAGEMENT | Former SEC adviser | Aug 7, 2017 | Dec 31, 2021 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HEARTHSTONE | PRIVATE WEALTH MANAGEMENT | ASPIRIANT, LLC | Dec 31, 2021 | Dec 3, 2021 | -28 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 154890:146720:CA:2021-12-31 | Dec 31, 2021 | Dec 3, 2021 | SAN DIEGO, CA | Firm change |