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Current Employers
Composition Wealth, Llc

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-04-23
  • WA RA
    APPROVED
    Since 2025-04-23

Branch Locations

1730 Minor Avenue Suite 1350, Seattle, WA 98101 • United States

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank Seattle WA 04/2011 03/2020
Bordeaux Wealth Advisors Bellevue WA 03/2020 04/2025
Composition Wealth, Llc Seattle WA 04/2025 Present
  • 04/2011 → 03/2020
    Wells Fargo Bank
    Seattle, WA
  • 03/2020 → 04/2025
    Bordeaux Wealth Advisors
    Bellevue, WA
  • 04/2025 → Present
    Seattle, WA
Previous Registrations
  • 2020-08-26 → 2025-04-08
    Bordeaux Wealth Advisors
    Bellevue, WA
  • 2010-01-29 → 2011-04-11
    Seattle, WA
  • 2007-02-19 → 2010-01-20
    Coldstream Wealth Management
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-25
  • S65 Uniform Investment Adviser Law Examination
    2020-08-25
Designations

View on SEC IAPD

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