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Advisor at TRUE NORTH ADVISORS, LLC
DALLAS, TX
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 |
|---|---|---|---|---|---|---|
| TRUE NORTH ADVISORS, LLC | Independent wealth | May 23, 2019 | n/a | yes | DALLAS, TX | Current employment |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Jun 19, 2014 | Mar 19, 2019 | no | IRVING, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS | TRUE NORTH ADVISORS, LLC | Mar 19, 2019 | May 23, 2019 | 65 | Firm change | RIA to RIA |