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Advisor at RVW 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 |
|---|---|---|---|---|---|---|
| RVW WEALTH LLC | Independent wealth | Nov 15, 2024 | n/a | yes | LOS ANGELES, CA | Current employment |
| BRIDGE ADVISORY LLC | Former SEC adviser | Oct 19, 2023 | Jul 1, 2024 | no | PASADENA, CA | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 4, 2021 | Aug 10, 2023 | no | Los Angeles, CA | Previous registration |
| RBC ROCHDALE, LLC | Bd affiliated wealth | Jul 22, 2021 | Sep 15, 2021 | no | NEW YORK, NY|Beverly Hills, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRIDGE ADVISORY LLC | RVW WEALTH LLC | Jul 1, 2024 | Nov 15, 2024 | 137 | Firm change | RIA to RIA |
| J.P. MORGAN SECURITIES LLC | BRIDGE ADVISORY LLC | Aug 10, 2023 | Oct 19, 2023 | 70 | Firm change | Wirehouse to RIA |
| RBC ROCHDALE, LLC | J.P. MORGAN SECURITIES LLC | Sep 15, 2021 | Oct 4, 2021 | 19 | Firm change | Ibd to wirehouse |