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Reading the graph
Advisor at KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
Holladay, UT | LOS ANGELES, 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 |
|---|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | Mixed wealth | Jun 21, 2024 | n/a | yes | Holladay, UT|LOS ANGELES, CA | Current employment |
| FISHER INVESTMENTS | Independent wealth | Jan 8, 2020 | Jun 13, 2024 | no | PLANO, TX|PLANO, TX | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Sep 26, 2018 | Jan 13, 2020 | no | AMERICAN FORK, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | Jun 13, 2024 | Jun 21, 2024 | 8 | Firm change | Other |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | FISHER INVESTMENTS | Jan 13, 2020 | Jan 8, 2020 | -5 | Firm change | Ibd to RIA |