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Advisor at KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
LOS ANGELES, 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 |
|---|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | Mixed wealth | Apr 20, 2023 | n/a | yes | LOS ANGELES, CA | Current employment |
| INTELLIGENCE DRIVEN ADVISERS, LLC | Independent wealth | Jan 3, 2019 | Mar 31, 2023 | no | CARLSBAD, CA | Previous registration |
| LABRUM WEALTH MANAGEMENT, LLC | Former SEC adviser | Jul 25, 2018 | Mar 1, 2019 | no | CARLSBAD, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 4, 2015 | Jul 13, 2018 | no | SAN DIEGO, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Mar 28, 2014 | Oct 19, 2015 | no | San Diego, CA|La Mesa, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTELLIGENCE DRIVEN ADVISERS, LLC | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | Mar 31, 2023 | Apr 20, 2023 | 20 | Firm change | Other |
| LABRUM WEALTH MANAGEMENT, LLC | INTELLIGENCE DRIVEN ADVISERS, LLC | Mar 1, 2019 | Jan 3, 2019 | -57 | Firm change after gap | RIA to new firm |
| LPL FINANCIAL LLC | LABRUM WEALTH MANAGEMENT, LLC | Jul 13, 2018 | Jul 25, 2018 | 12 | Firm change | RIA to RIA |
| MORGAN STANLEY | LPL FINANCIAL LLC | Oct 19, 2015 | Nov 4, 2015 | 16 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 150734:299589:CA:2019-03-01 | Mar 1, 2019 | Jan 3, 2019 | CARLSBAD, CA | Firm change after gap |