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Advisor at HIGHLINE WEALTH PARTNERS
SHERMAN OAKS, 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 |
|---|---|---|---|---|---|---|
| HIGHLINE ASSET MANAGEMENT, LLC | Asset manager | Jan 8, 2025 | n/a | yes | SHERMAN OAKS, CA | Current employment |
| HIGHLINE WEALTH PARTNERS | Independent wealth | Sep 14, 2016 | n/a | yes | SHERMAN OAKS, CA | Current employment |
| CHARLESWORTH & RUGG INC | Former SEC adviser | Mar 16, 2011 | Sep 14, 2016 | no | WOODLAND HILLS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLESWORTH & RUGG INC | HIGHLINE WEALTH PARTNERS | Sep 14, 2016 | Sep 14, 2016 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104839:284712:CA:2016-09-14 | Sep 14, 2016 | Sep 14, 2016 | WOODLAND HILLS, CA | Firm change |