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Advisor at KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
LOS ANGELES, CA | LOVELL, ME
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 |
|---|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | Mixed wealth | Aug 26, 2025 | n/a | yes | LOS ANGELES, CA|LOVELL, ME | Current employment |
| RWA WEALTH PARTNERS | Independent wealth | Oct 5, 2023 | Jul 25, 2025 | no | BOSTON, MA | Previous registration |
| CLARENDON PRIVATE LLC | Independent wealth | Apr 12, 2022 | Aug 9, 2023 | no | BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | May 2, 2022 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | May 24, 2012 | Jul 13, 2018 | no | BOSTON, MA|BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Jul 5, 2010 | Aug 22, 2011 | no | MERRIMACK, NH|BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RWA WEALTH PARTNERS | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | Jul 25, 2025 | Aug 26, 2025 | 32 | Firm change | Other |
| CLARENDON PRIVATE LLC | RWA WEALTH PARTNERS | Aug 9, 2023 | Oct 5, 2023 | 57 | Firm change | RIA to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | CLARENDON PRIVATE LLC | May 2, 2022 | Apr 12, 2022 | -20 | Firm change | Other |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |