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Current Employers
Kayne Anderson Rudnick Investment Management, Llc

2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-22
SC RA APPROVED 2025-08-22
  • CA RA
    APPROVED
    Since 2025-08-22
  • SC RA
    APPROVED
    Since 2025-08-22

Branch Locations

2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States

1240 Winnowing Way Suite 102, Mt. Pleasant, SC 29466 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Atlanta GA 03/2011 06/2017
Fisher Investments Camas WA 06/2017 08/2023
Mariner Wealth Advisors Overland Park KS 08/2023 05/2024
Gratus Capital, Llc Atlanta GA 06/2024 08/2024
The Colony Group, Llc Boston MA 08/2024 08/2025
Kayne Anderson Rudnick Investment Management, Llc Los Angeles CA 08/2025 Present
  • 03/2011 → 06/2017
    Fidelity Investments
    Atlanta, GA
  • 06/2017 → 08/2023
    Camas, WA
  • 08/2023 → 05/2024
    Mariner Wealth Advisors
    Overland Park, KS
  • 06/2024 → 08/2024
    Gratus Capital, Llc
    Atlanta, GA
  • 08/2024 → 08/2025
    The Colony Group, Llc
    Boston, MA
  • 08/2025 → Present
    Los Angeles, CA
Previous Registrations
  • 2024-08-01 → 2025-07-02
    Mt. Pleasant, SC
  • 2024-07-12 → 2024-12-02
    Gratus Capital, Llc
    Mount Pleasant, SC
    Atlanta, GA
  • 2023-09-08 → 2024-06-17
    Mt. Pleasant, SC
  • 2017-06-13 → 2023-06-09
    Marietta, GA
    Plano, TX
    Mt. Pleasant, SC
    Mt. Pleasant, SC
    Mt. Pleasant, SC
    Mt Pleasant, SC
  • 2011-09-26 → 2017-06-05
    Atlanta, GA
    Atlanta, GA
  • 2008-09-26 → 2009-05-11
    Morgan Keegan & Company, Llc
    Jacksonville, FL
    Jacksonville, FL
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-23
S65 Uniform Investment Adviser Law Examination 2008-09-22
S63 Uniform Securities Agent State Law Examination 2007-06-13
  • S66 Uniform Combined State Law Examination
    2011-09-23
  • S65 Uniform Investment Adviser Law Examination
    2008-09-22
  • S63 Uniform Securities Agent State Law Examination
    2007-06-13
Designations

View on SEC IAPD

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