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Advisor at FIRST FOUNDATION ADVISORS
IRVINE, 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 |
|---|---|---|---|---|---|---|
| FIRST FOUNDATION ADVISORS | Independent wealth | Apr 3, 2025 | n/a | yes | IRVINE, CA | Current employment |
| Mariner | Bd affiliated wealth | Jun 21, 2023 | Mar 31, 2025 | no | Fullerton, CA | Previous registration |
| SHUSTER ADVISORY GROUP, LLC | Institutional manager | Mar 3, 2021 | Apr 20, 2023 | no | PASADENA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Mariner | FIRST FOUNDATION ADVISORS | Mar 31, 2025 | Apr 3, 2025 | 3 | Firm change | Ibd to RIA |
| SHUSTER ADVISORY GROUP, LLC | Mariner | Apr 20, 2023 | Jun 21, 2023 | 62 | Firm change | Other |