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Current Employers
Composition Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-11-01
  • CA RA
    APPROVED
    Since 2022-11-01

Branch Locations

30 Liberty Ship Way #308, Sausalito, CA 94965 • 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
Karp Capital Management Corporation Sausalito CA 12/2020 10/2022
Ubs Financial Services Inc. Walnut Creek CA 12/2019 12/2020
Unemployed Walnut Creek CA 05/2019 12/2019
University Of California, Berkeley Berkeley CA 08/2015 05/2019
Callan Llc San Francisco CA 06/2018 08/2018
University Of San Francisco San Francisco CA 06/2017 08/2017
Composition Wealth, Llc Sausalito CA 11/2022 Present
  • 12/2020 → 10/2022
    Karp Capital Management Corporation
    Sausalito, CA
  • 12/2019 → 12/2020
    Ubs Financial Services Inc.
    Walnut Creek, CA
  • 05/2019 → 12/2019
    Unemployed
    Walnut Creek, CA
  • 08/2015 → 05/2019
    University Of California, Berkeley
    Berkeley, CA
  • 06/2018 → 08/2018
    Callan Llc
    San Francisco, CA
  • 06/2017 → 08/2017
    University Of San Francisco
    San Francisco, CA
  • 11/2022 → Present
    Sausalito, CA
Previous Registrations
  • 2022-06-15 → 2022-12-31
    Karp Capital Management Corporation
    Sausalito, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-06
  • S65 Uniform Investment Adviser Law Examination
    2022-05-06
Designations

View on SEC IAPD

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