DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TRUE NORTH ADVISORS, LLC
DALLAS, TX
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 |
|---|---|---|---|---|---|---|
| TRUE NORTH ADVISORS, LLC | Independent wealth | Jun 14, 2022 | n/a | yes | DALLAS, TX | Current employment |
| CROW HOLDINGS CAPITAL | Asset manager | May 25, 2017 | Nov 11, 2019 | no | DALLAS, TX | Previous registration |
| RGT WEALTH ADVISORS | Former SEC adviser | Feb 26, 2015 | Feb 17, 2017 | no | DALLAS, TX | Previous registration |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | Aug 29, 2008 | Jul 28, 2011 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CROW HOLDINGS CAPITAL | TRUE NORTH ADVISORS, LLC | Nov 11, 2019 | Jun 14, 2022 | 946 | Firm change after gap | Other |
| RGT WEALTH ADVISORS | CROW HOLDINGS CAPITAL | Feb 17, 2017 | May 25, 2017 | 97 | Firm change | Other |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | RGT WEALTH ADVISORS | Jul 28, 2011 | Feb 26, 2015 | 1,309 | Firm change after gap | Other |