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Advisor at NORTHSTAR FINANCIAL COMPANIES, INC.
Golden, 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 FINANCIAL COMPANIES, INC. | Independent wealth | Mar 30, 2026 | n/a | yes | Golden, CO | Current employment |
| LONGVIEW WEALTH MANAGEMENT | Independent wealth | Jan 8, 2016 | Sep 30, 2020 | no | Denver, CO|Lakewood, CO | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Nov 25, 2009 | Apr 27, 2016 | no | FAIRFIELD, IA|Denver, CO | Previous registration |
| FIRST CITIZENS INVESTOR SERVICES, INC. | Bd affiliated wealth | Mar 17, 2009 | Nov 12, 2009 | no | Raleigh, NC | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | May 20, 2008 | Mar 17, 2009 | no | FAIRFIELD, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LONGVIEW WEALTH MANAGEMENT | NORTHSTAR FINANCIAL COMPANIES, INC. | Sep 30, 2020 | Mar 30, 2026 | 2,007 | Firm change after gap | RIA to RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | LONGVIEW WEALTH MANAGEMENT | Apr 27, 2016 | Jan 8, 2016 | -110 | Firm change after gap | Other |
| FIRST CITIZENS INVESTOR SERVICES, INC. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Nov 12, 2009 | Nov 25, 2009 | 13 | Firm change | Other |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | FIRST CITIZENS INVESTOR SERVICES, INC. | Mar 17, 2009 | Mar 17, 2009 | 0 | Firm change | Other |