DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ESTATE PERFORMANCE ADVISORS L.L.C.
BRIGHTON, MI
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 |
|---|---|---|---|---|---|---|
| ESTATE PERFORMANCE ADVISORS L.L.C. | State registered | Jan 1, 2025 | n/a | yes | BRIGHTON, MI | Current employment |
| QUESTAR ASSET MANAGEMENT, INC. | Former SEC adviser | May 4, 2017 | Feb 14, 2019 | no | BRIGHTON, MI|MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| QUESTAR ASSET MANAGEMENT, INC. | ESTATE PERFORMANCE ADVISORS L.L.C. | Feb 14, 2019 | Jan 1, 2025 | 2,148 | Firm change after gap | Ibd to state RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 133358:300658:MN:2019-02-14 | Feb 14, 2019 | Jan 1, 2025 | MINNEAPOLIS, MN | Firm change after gap |