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Advisor at FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
SEATTLE, WA
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 |
|---|---|---|---|---|---|---|
| FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC | Asset manager | Feb 2, 2015 | n/a | yes | SEATTLE, WA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 3, 2020 | Nov 19, 2021 | no | TIGARD, OR|BEND, OR|PORTLAND, OR | Previous registration |
| SAGEPOINT FINANCIAL, INC. | Former SEC adviser | Dec 6, 2017 | Jan 8, 2020 | no | PORTLAND, OR | Previous registration |
| RUSSELL INVESTMENTS | Asset manager | Feb 8, 2011 | Jan 23, 2015 | no | SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | n/a | Nov 19, 2021 | n/a | n/a | Departure no registered destination | Departure |
| SAGEPOINT FINANCIAL, INC. | LPL FINANCIAL LLC | Jan 8, 2020 | Jan 3, 2020 | -5 | Firm change | Ibd to ibd |
| RUSSELL INVESTMENTS | FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC | Jan 23, 2015 | Feb 2, 2015 | 10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 133763:6413:OR:2020-01-08 | Jan 8, 2020 | Jan 3, 2020 | PORTLAND, OR | Firm change |