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Advisor at NORTHSTAR INVESTMENT ADVISORY LLC
WEST HOLLYWOOD, CA | Denver, CO
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 INVESTMENT ADVISORY LLC | No RAUM reported | Jan 8, 2025 | n/a | yes | WEST HOLLYWOOD, CA|Denver, CO | Current employment |
| COMPOUND ADVISERS, INC. | Former SEC adviser | Mar 14, 2023 | Sep 13, 2023 | no | SAN FRANCISCO, CA|Denver, CO | Previous registration |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | Mixed wealth | Dec 1, 2016 | Jun 16, 2021 | no | SAN FRANCISCO, CA|LOS ANGELES, CA | Previous registration |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | Mar 18, 2015 | Sep 16, 2016 | no | SAN FRANCISCO, CA|SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMPOUND ADVISERS, INC. | NORTHSTAR INVESTMENT ADVISORY LLC | Sep 13, 2023 | Jan 8, 2025 | 483 | Firm change after gap | Other |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | COMPOUND ADVISERS, INC. | Jun 16, 2021 | Mar 14, 2023 | 636 | Firm change after gap | Other |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | Sep 16, 2016 | Dec 1, 2016 | 76 | Firm change | Other |