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Advisor at NORTHSTAR ASSET MANAGEMENT, INC
BOSTON, MA
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 |
|---|---|---|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT, INC | Independent wealth | Mar 5, 2024 | n/a | yes | BOSTON, MA | Current employment |
| CABLE HILL PARTNERS, LLC | Former SEC adviser | Jul 7, 2022 | Oct 19, 2023 | no | PORTLAND, OR | Previous registration |
| FISHER INVESTMENTS | Independent wealth | May 23, 2018 | Jun 27, 2022 | no | PLANO, TX | Previous registration |
| NATIXIS ADVISORS, LLC | Bd affiliated wealth | Sep 22, 2014 | Apr 3, 2018 | no | BOSTON, MA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 27, 2013 | Apr 14, 2014 | no | Boston, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CABLE HILL PARTNERS, LLC | NORTHSTAR ASSET MANAGEMENT, INC | Oct 19, 2023 | Mar 5, 2024 | 138 | Firm change | RIA to RIA |
| FISHER INVESTMENTS | CABLE HILL PARTNERS, LLC | Jun 27, 2022 | Jul 7, 2022 | 10 | Firm change | RIA to RIA |
| NATIXIS ADVISORS, LLC | FISHER INVESTMENTS | Apr 3, 2018 | May 23, 2018 | 50 | Firm change | Ibd to RIA |
| MORGAN STANLEY | NATIXIS ADVISORS, LLC | Apr 14, 2014 | Sep 22, 2014 | 161 | Firm change | Other |