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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 | May 8, 2017 | n/a | yes | DALLAS, TX | Current employment |
| TRUE NORTH ADVISORS, LLC | Independent wealth | Jan 16, 2009 | Dec 31, 2016 | no | DALLAS, TX | Previous registration |
| EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT | Independent wealth | Feb 27, 2004 | Jul 23, 2007 | no | CORAL GABLES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT | TRUE NORTH ADVISORS, LLC | Jul 23, 2007 | Jan 16, 2009 | 543 | Firm change after gap | Other |