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Advisor at TRUE NORTH ADVISORS, LLC
DALLAS, TX | GREENSBORO, GA
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 | Sep 3, 2025 | n/a | yes | GREENSBORO, GA|DALLAS, TX | Current employment |
| BLUE INVESTMENT PARTNERS LLC | Former SEC adviser | Jul 11, 2019 | Jul 18, 2025 | no | DANVILLE, CA|DANVILLE, CA|GREENSBORO, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLUE INVESTMENT PARTNERS LLC | TRUE NORTH ADVISORS, LLC | Jul 18, 2025 | Sep 3, 2025 | 47 | Firm change | RIA to RIA |