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Reading the graph
Advisor at KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
NEWPORT BEACH, CA | 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 | Sep 10, 2014 | n/a | yes | NEWPORT BEACH, CA|LOS ANGELES, CA | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jul 10, 2002 | Aug 4, 2014 | no | NEWPORT BEACH, CA|Newport Beach, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | Aug 4, 2014 | Sep 10, 2014 | 37 | Firm change | Other |