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Advisor at MULHOLLAND WEALTH ADVISORS, LLC
Overland Park, KS
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 |
|---|---|---|---|---|---|---|
| MULHOLLAND WEALTH ADVISORS, LLC | Asset manager | May 25, 2023 | n/a | yes | Overland Park, KS | Current employment |
| ALPHASTAR CAPITAL MANAGEMENT | Independent wealth | May 11, 2018 | Jun 30, 2023 | no | Overland Park, KS|CORNELIUS, NC | Previous registration |
| SECURE INVESTMENT MANAGEMENT, LLC | Independent wealth | Feb 19, 2014 | May 23, 2018 | no | TUCSON, AZ|OVERLAND PARK, KS|TUCSON, AZ | Previous registration |
| CREATIVEONE SECURITIES, LLC | Bd affiliated wealth | Jul 11, 2013 | Feb 13, 2014 | no | OVERLAND PARK, KS|Overland Park, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALPHASTAR CAPITAL MANAGEMENT | MULHOLLAND WEALTH ADVISORS, LLC | Jun 30, 2023 | May 25, 2023 | -36 | Firm change after gap | RIA to RIA |
| SECURE INVESTMENT MANAGEMENT, LLC | ALPHASTAR CAPITAL MANAGEMENT | May 23, 2018 | May 11, 2018 | -12 | Firm change | RIA to RIA |
| CREATIVEONE SECURITIES, LLC | SECURE INVESTMENT MANAGEMENT, LLC | Feb 13, 2014 | Feb 19, 2014 | 6 | Firm change | Other |