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A•••• M••••• G•••••
- Title
- Associate Wealth Managerreportedkwbwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- K•• W••••• independent RIA currentsince Nov 20, 2025 · Redlands, Ca
- L•• E••••••••• L•• BD affiliatedNov 14, 2024 to Oct 3, 2025 · Irvine, Ca
- P•••• S••••••••• L•• no RAUMApr 26, 2023 to Nov 14, 2024 · Irvine, Ca
- L•• E••••••••• L•• to K•• W•••••left Oct 3, 2025, registered Nov 20, 2025 (48 days) · Affiliated broker-dealer or bank to independent RIA
- P•••• S••••••••• L•• to L•• E••••••••• L••left Nov 14, 2024, registered Nov 14, 2024 (0 days) · corporate re-registration, not a move
- ••• LockedOct 3, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address