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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst18 years in industry

SHAWN JEN HSIEH

Advisor at HIGHLINE WEALTH PARTNERS

SHERMAN OAKS, CA

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Search this name across graphsid dfx:ria:ce264d04-e6f1-44a8-0d9a-c80a02e548b0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jul 23, 2008 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HIGHLINE WEALTH PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 22, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: Jul 22, 2008
First registration: Jul 23, 2008
Dual registered: no
Other names: Jen HSIEH|Hsieh
IAPD individual key: 5521548

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HIGHLINE WEALTH PARTNERS	Independent wealth	Aug 8, 2018	n/a	yes	SHERMAN OAKS, CA	Current employment
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC	Former SEC adviser	Feb 20, 2018	May 29, 2018	no	LOS ANGELES, CA	Previous registration
RBC SECURITIES, INC.	Bd affiliated wealth	Jan 14, 2016	Feb 16, 2018	no	LOS ANGELES, CA\|LOS ANGELES, CA\|long beach, CA\|Los Angeles, CA	Previous registration
MULLINTBG ADVISORS	Former SEC adviser	Mar 18, 2013	Dec 31, 2015	no	EL SEGUNDO, CA\|IRVINE, CA	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Sep 13, 2010	Oct 3, 2012	no	BREA, CA	Previous registration
EDWARD JONES	National bd RIA	Apr 19, 2010	Jun 11, 2010	no	ST LOUIS, MO	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	May 29, 2009	Mar 19, 2010	no	LOS ANGELES, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 23, 2008	Aug 14, 2008	no	LONG BEACH, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC	HIGHLINE WEALTH PARTNERS	May 29, 2018	Aug 8, 2018	71	Firm change	RIA to RIA
RBC SECURITIES, INC.	AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC	Feb 16, 2018	Feb 20, 2018	4	Firm change	RIA to RIA
MULLINTBG ADVISORS	RBC SECURITIES, INC.	Dec 31, 2015	Jan 14, 2016	14	Firm change	Other
PARK AVENUE SECURITIES LLC	MULLINTBG ADVISORS	Oct 3, 2012	Mar 18, 2013	166	Firm change	Other
EDWARD JONES	PARK AVENUE SECURITIES LLC	Jun 11, 2010	Sep 13, 2010	94	Firm change	Other
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	EDWARD JONES	Mar 19, 2010	Apr 19, 2010	31	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Aug 14, 2008	May 29, 2009	288	Firm change	Other

Relationships

Registered with (8)

→ HIGHLINE WEALTH PARTNERSRegistered adviserregistration: current employment
Aug 8, 2018 to presentfactForm ADV
→ AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Feb 20, 2018 to May 29, 2018factForm ADV
→ RBC SECURITIES, INC.Registered adviserregistration: previous registration
Jan 14, 2016 to Feb 16, 2018factForm ADV
→ MULLINTBG ADVISORSRegistered adviserregistration: previous registration
Mar 18, 2013 to Dec 31, 2015factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Sep 13, 2010 to Oct 3, 2012factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Apr 19, 2010 to Jun 11, 2010factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
May 29, 2009 to Mar 19, 2010factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 23, 2008 to Aug 14, 2008factForm ADV

Dated events

No dated event names this entity yet.