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Advisor at KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
LOS ANGELES, CA | Mt. Pleasant, SC
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 | Aug 22, 2025 | n/a | yes | LOS ANGELES, CA|Mt. Pleasant, SC | Current employment |
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Aug 1, 2024 | Jul 2, 2025 | no | Mt. Pleasant, SC | Previous registration |
| GRATUS CAPITAL, LLC | Former SEC adviser | Jul 12, 2024 | Dec 2, 2024 | no | Mount Pleasant, SC|ATLANTA, GA | Previous registration |
| Mariner | Bd affiliated wealth | Sep 8, 2023 | Jun 17, 2024 | no | Mt. Pleasant, SC | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Jun 13, 2017 | Jun 9, 2023 | no | MARIETTA, GA|PLANO, TX|MT. PLEASANT, SC|MT. PLEASANT, SC|MT. PLEASANT, SC|MT PLEASANT, SC | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Sep 26, 2011 | Jun 5, 2017 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Sep 26, 2008 | May 11, 2009 | no | JACKSONVILLE, FL|JACKSONVILLE, FL|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | Jul 2, 2025 | Aug 22, 2025 | 51 | Firm change | Other |
| GRATUS CAPITAL, LLC | FOCUS PARTNERS WEALTH, LLC | Dec 2, 2024 | Aug 1, 2024 | -123 | Firm change after gap | RIA to RIA |
| Mariner | GRATUS CAPITAL, LLC | Jun 17, 2024 | Jul 12, 2024 | 25 | Firm change | Ibd to RIA |
| FISHER INVESTMENTS | Mariner | Jun 9, 2023 | Sep 8, 2023 | 91 | Firm change | RIA to ibd |
| STRATEGIC ADVISERS LLC | FISHER INVESTMENTS | Jun 5, 2017 | Jun 13, 2017 | 8 | Firm change | Other |
| MORGAN KEEGAN & COMPANY, LLC | STRATEGIC ADVISERS LLC | May 11, 2009 | Sep 26, 2011 | 868 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 173627:159289:GA:2024-12-02 | Dec 2, 2024 | Aug 1, 2024 | ATLANTA, GA | Firm change after gap |