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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 | Nov 18, 2019 | n/a | yes | DALLAS, TX | Current employment |
| THREADLINE WEALTH | Independent wealth | Oct 11, 2016 | Nov 5, 2019 | no | BELLEVUE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THREADLINE WEALTH | TRUE NORTH ADVISORS, LLC | Nov 5, 2019 | Nov 18, 2019 | 13 | Firm change | RIA to RIA |