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Advisor at MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.
HEBER CITY, UT
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 |
|---|---|---|---|---|---|---|
| MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC. | Asset manager | Feb 17, 2026 | n/a | yes | HEBER CITY, UT | Current employment |
| FRONTIER PARTNERS, INC. | Former SEC adviser | Mar 28, 2024 | Dec 31, 2024 | no | WESTMONT, IL|Heber City, UT | Previous registration |
| BMO ASSET MANAGEMENT CORP. | Other adviser | Feb 19, 2021 | Apr 12, 2022 | no | HEBER, UT|CHICAGO, IL | Previous registration |
| BMO ASSET MANAGEMENT CORP. | Other adviser | Nov 2, 2015 | Dec 31, 2020 | no | Milwaukee, WI|CHICAGO, IL|HEBER CITY, UT | Previous registration |
| BMO HARRIS FINANCIAL ADVISORS, INC | Former SEC adviser | Mar 28, 2013 | Feb 5, 2015 | no | CHICAGO, IL|CHICAGO, IL|MILWAUKEE, WI | Previous registration |
| RUSSELL INVESTMENTS | Asset manager | Jan 1, 2009 | Dec 14, 2012 | no | HEBER CITY, UT|MURRAY, UT|SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FRONTIER PARTNERS, INC. | MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC. | Dec 31, 2024 | Feb 17, 2026 | 413 | Channel change | Other |
| BMO ASSET MANAGEMENT CORP. | FRONTIER PARTNERS, INC. | Apr 12, 2022 | Mar 28, 2024 | 716 | Firm change after gap | Other |
| BMO HARRIS FINANCIAL ADVISORS, INC | BMO ASSET MANAGEMENT CORP. | Feb 5, 2015 | Nov 2, 2015 | 270 | Channel change | Other |
| RUSSELL INVESTMENTS | BMO HARRIS FINANCIAL ADVISORS, INC | Dec 14, 2012 | Mar 28, 2013 | 104 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 137115:106466:WI:2015-02-05 | Feb 5, 2015 | Nov 2, 2015 | MILWAUKEE, WI | Firm change |