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Advisor at NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
BLUE BELL, PA
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 |
|---|---|---|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT COMPANY, LLC | Independent wealth | Feb 18, 2024 | n/a | yes | BLUE BELL, PA | Current employment |
| NORTHSTAR ASSET MANAGEMENT LLC | Former SEC adviser | Dec 10, 2019 | Feb 23, 2024 | no | BLUE BELL, PA | Previous registration |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Mar 1, 2012 | Apr 2, 2013 | no | PHILADELPHIA, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 8, 2001 | Jan 3, 2012 | no | PHILADELPHIA, PA|PHILADELPHIA, PA|PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT LLC | NORTHSTAR ASSET MANAGEMENT COMPANY, LLC | Feb 23, 2024 | Feb 18, 2024 | -5 | Channel change | RIA to RIA |
| OPPENHEIMER & CO. INC. | NORTHSTAR ASSET MANAGEMENT LLC | Apr 2, 2013 | Dec 10, 2019 | 2,443 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | OPPENHEIMER & CO. INC. | Jan 3, 2012 | Mar 1, 2012 | 58 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109185:328279:PA:2024-02-23 | Feb 23, 2024 | Feb 18, 2024 | BLUE BELL, PA | Firm change |