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Advisor at TRUSTSTONE WEALTH PARTNERS, LLC
CHAPEL HILL, NC
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 |
|---|---|---|---|---|---|---|
| TRUSTSTONE WEALTH PARTNERS, LLC | State registered | Apr 10, 2024 | n/a | yes | CHAPEL HILL, NC | Current employment |
| GORDON ASSET MANAGEMENT, LLC | Former SEC adviser | Mar 5, 2019 | Jan 9, 2024 | no | DURHAM, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GORDON ASSET MANAGEMENT, LLC | TRUSTSTONE WEALTH PARTNERS, LLC | Jan 9, 2024 | Apr 10, 2024 | 92 | Firm change | RIA to state RIA |