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Advisor at HYLAND LAKE PARTNERS
EDINA, MN
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 |
|---|---|---|---|---|---|---|
| HYLAND LAKE PARTNERS | State registered | Jan 6, 2025 | n/a | yes | EDINA, MN | Current employment |
| NORTHWEST ASSET MANAGEMENT | Independent wealth | Jul 1, 2024 | Apr 2, 2025 | no | Edina, MN|MERCER ISLAND, WA | Previous registration |
| GREAT VALLEY ADVISOR GROUP, LLC | Independent wealth | Jul 23, 2021 | Jun 14, 2024 | no | Mahtomedi, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHWEST ASSET MANAGEMENT | HYLAND LAKE PARTNERS | Apr 2, 2025 | Jan 6, 2025 | -86 | Firm change after gap | RIA to state RIA |
| GREAT VALLEY ADVISOR GROUP, LLC | NORTHWEST ASSET MANAGEMENT | Jun 14, 2024 | Jul 1, 2024 | 17 | Firm change | RIA to RIA |