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Advisor at ANGELES WEALTH MANAGEMENT, LLC
JUPITER, FL | SANTA MONICA, 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 |
|---|---|---|---|---|---|---|
| ANGELES WEALTH MANAGEMENT, LLC | Independent wealth | Jun 18, 2025 | n/a | yes | JUPITER, FL|SANTA MONICA, CA | Current employment |
| Ellevest | Independent wealth | Oct 12, 2021 | May 2, 2025 | no | NEW YORK, NY|Jupiter, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 21, 2012 | Mar 20, 2018 | no | MIAMI, FL | Previous registration |
| CREDIT SUISSE SECURITIES (USA) LLC | Former SEC adviser | Jun 24, 2009 | May 25, 2012 | no | MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Ellevest | ANGELES WEALTH MANAGEMENT, LLC | May 2, 2025 | Jun 18, 2025 | 47 | Firm change | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Ellevest | Mar 20, 2018 | Oct 12, 2021 | 1,302 | Firm change after gap | Wirehouse to RIA |
| CREDIT SUISSE SECURITIES (USA) LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | May 25, 2012 | Jun 21, 2012 | 27 | Firm change | Other |