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Advisor at NORTH STAR ASSET MANAGEMENT INC
NEENAH, WI
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 |
|---|---|---|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | Independent wealth | Feb 23, 2021 | n/a | yes | NEENAH, WI | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Mar 31, 2016 | Jul 7, 2016 | no | GREEN BAY, WI|DULUTH, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | NORTH STAR ASSET MANAGEMENT INC | Jul 7, 2016 | Feb 23, 2021 | 1,692 | Firm change after gap | Wirehouse to RIA |