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Advisor at TRUE NORTH ADVISORY, LLC
BOWIE, MD
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 ADVISORY, LLC | State registered | Sep 8, 2020 | n/a | yes | BOWIE, MD | Current employment |
| TLG ADVISORS, INC. | Bd affiliated wealth | Oct 11, 2013 | Dec 31, 2016 | no | BOWIE, MD|SUMMIT, NJ | Previous registration |
| KINGDOMTRUST CAPITAL MANAGEMENT, INC. | n/a | Feb 2, 2011 | Feb 17, 2012 | no | BOWIE, MD | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Mar 26, 2004 | Feb 4, 2009 | no | BOWIE, MD|LARGO, MD|FAIRFAX, VA|COLUMBIA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TLG ADVISORS, INC. | TRUE NORTH ADVISORY, LLC | Dec 31, 2016 | Sep 8, 2020 | 1,347 | Firm change after gap | Other |
| KINGDOMTRUST CAPITAL MANAGEMENT, INC. | TLG ADVISORS, INC. | Feb 17, 2012 | Oct 11, 2013 | 602 | Firm change after gap | Other |
| MSI FINANCIAL SERVICES, INC. | KINGDOMTRUST CAPITAL MANAGEMENT, INC. | Feb 4, 2009 | Feb 2, 2011 | 728 | Firm change after gap | Other |