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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 ASSET MANAGEMENT, LLC | Asset manager | Nov 11, 2025 | n/a | yes | SHERMAN OAKS, CA | Current employment |
| HIGHLINE WEALTH PARTNERS | Independent wealth | Sep 4, 2025 | n/a | yes | SHERMAN OAKS, CA | Current employment |
| Farther | Independent wealth | May 20, 2025 | Sep 9, 2025 | no | SAN FRANCISCO, CA|NEW YORK, NY|Pasadena, CA | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Apr 10, 2025 | Jul 22, 2025 | no | West Covina, CA | Previous registration |
| NEW EDGE WEALTH | Bd affiliated wealth | Jan 5, 2023 | Jun 3, 2024 | no | STAMFORD, CT | Previous registration |
| INTELLECTUS PARTNERS, LLC | Independent wealth | Apr 6, 2018 | Nov 28, 2018 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Farther | HIGHLINE WEALTH PARTNERS | Sep 9, 2025 | Sep 4, 2025 | -5 | Firm change | RIA to RIA |
| CETERA INVESTMENT ADVISERS LLC | Farther | Jul 22, 2025 | May 20, 2025 | -63 | Firm change after gap | Ibd to RIA |
| NEW EDGE WEALTH | CETERA INVESTMENT ADVISERS LLC | Jun 3, 2024 | Apr 10, 2025 | 311 | Firm change | Ibd to ibd |
| INTELLECTUS PARTNERS, LLC | NEW EDGE WEALTH | Nov 28, 2018 | Jan 5, 2023 | 1,499 | Firm change after gap | RIA to ibd |