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Reading the graph
Advisor at KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
NEWPORT BEACH, CA | 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 | Mar 13, 2025 | n/a | yes | NEWPORT BEACH, CA|LOS ANGELES, CA | Current employment |
| Corient | Independent wealth | Aug 14, 2024 | Feb 28, 2025 | no | San Diego, CA | Previous registration |
| STRATOS WEALTH PARTNERS, LTD | Bd affiliated wealth | May 11, 2022 | Jun 20, 2024 | no | San Diego, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Corient | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | Feb 28, 2025 | Mar 13, 2025 | 13 | Firm change | Other |
| STRATOS WEALTH PARTNERS, LTD | Corient | Jun 20, 2024 | Aug 14, 2024 | 55 | Firm change | Ibd to RIA |