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Advisor at SAPIENT CAPITAL LLC
INDIANAPOLIS, IN | New York, NY
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 |
|---|---|---|---|---|---|---|
| SAPIENT CAPITAL LLC | Independent wealth | Aug 6, 2024 | n/a | yes | INDIANAPOLIS, IN|New York, NY | Current employment |
| NORTHSTAR INVESTMENT ADVISORY LLC | No RAUM reported | Dec 16, 2022 | Jul 29, 2024 | no | WEST HOLLYWOOD, CA|New York, NY | Previous registration |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | Aug 21, 2015 | Aug 12, 2021 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHSTAR INVESTMENT ADVISORY LLC | SAPIENT CAPITAL LLC | Jul 29, 2024 | Aug 6, 2024 | 8 | Firm change | Other |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | NORTHSTAR INVESTMENT ADVISORY LLC | Aug 12, 2021 | Dec 16, 2022 | 491 | Firm change after gap | Ibd to new firm |