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Advisor at TRUE NORTH ADVISORS, LLC
FORT WORTH, TX | DALLAS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TRUE NORTH ADVISORS, LLC | Independent wealth | Feb 13, 2019 | n/a | yes | FORT WORTH, TX|DALLAS, TX | Current employment |
| WESTERN RESEARCH AND MANAGEMENT, L.L.C. | Former SEC adviser | Aug 3, 2011 | May 2, 2019 | no | FORT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WESTERN RESEARCH AND MANAGEMENT, L.L.C. | TRUE NORTH ADVISORS, LLC | May 2, 2019 | Feb 13, 2019 | -78 | Firm change after gap | RIA to RIA |