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Brian Robert Grimditch

Highline Wealth Partners

Sherman Oaks, CA

CRD 5180299

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Employer firm

Highline Wealth Partners CRD 284712

$868M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Highline Wealth Partners

15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-22
  • CA RA
    APPROVED
    Since 2024-07-22

Branch Locations

15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • 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
Stachur Santa Monica CA 05/2018 11/2022
Emerald Health Services El Segundo CA 01/2014 05/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2023 Present
Northwestern Mutual Investment Services Llc Los Angeles CA 03/2023 Present
Unemployed Los Angeles CA 12/2022 12/2022
  • 05/2018 → 11/2022
    Stachur
    Santa Monica, CA
  • 01/2014 → 05/2018
    Emerald Health Services
    El Segundo, CA
  • 01/2023 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2023 → Present
    Northwestern Mutual Investment Services Llc
    Los Angeles, CA
  • 12/2022 → 12/2022
    Unemployed
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-20
S63 Uniform Securities Agent State Law Examination 2023-12-11
  • S65 Uniform Investment Adviser Law Examination
    2024-07-20
  • S63 Uniform Securities Agent State Law Examination
    2023-12-11
Other Names
  • Brian Grimditch
  • Brian Grimditch

View on SEC IAPD

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