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Advisor at PARAGON FINANCIAL PARTNERS
WOODLAND HILLS, CA
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 |
|---|---|---|---|---|---|---|
| PARAGON FINANCIAL PARTNERS | Independent wealth | Jan 27, 2015 | n/a | yes | WOODLAND HILLS, CA | Current employment |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | Mixed wealth | Jan 13, 2014 | Jun 3, 2014 | no | LOS ANGELES, CA | Previous registration |
| NORTH CAPITAL | Independent wealth | Mar 11, 2011 | Dec 4, 2012 | no | SAN FRANCISCO, CA|SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | PARAGON FINANCIAL PARTNERS | Jun 3, 2014 | Jan 27, 2015 | 238 | Firm change | Other |
| NORTH CAPITAL | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | Dec 4, 2012 | Jan 13, 2014 | 405 | Firm change after gap | Other |