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Advisor at HIGHLINE WEALTH PARTNERS
SHERMAN OAKS, 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 |
|---|---|---|---|---|---|---|
| HIGHLINE WEALTH PARTNERS | Independent wealth | Apr 3, 2026 | n/a | yes | SHERMAN OAKS, CA | Current employment |
| VIVALDI CAPITAL MANAGEMENT LP | Former SEC adviser | Nov 20, 2020 | Apr 1, 2026 | no | SAN DIEGO, CA|CHICAGO, IL | Previous registration |
| CORNERSTONE WEALTH MANAGEMENT | Former SEC adviser | May 7, 2008 | Oct 28, 2020 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VIVALDI CAPITAL MANAGEMENT LP | HIGHLINE WEALTH PARTNERS | Apr 1, 2026 | Apr 3, 2026 | 2 | Firm change | RIA to RIA |
| CORNERSTONE WEALTH MANAGEMENT | VIVALDI CAPITAL MANAGEMENT LP | Oct 28, 2020 | Nov 20, 2020 | 23 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108404:160150:CA:2020-10-28 | Oct 28, 2020 | Nov 20, 2020 | SAN DIEGO, CA | Firm change |