DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CAPTRUST
GREENSBURG, PA | Pittsburgh, PA
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 |
|---|---|---|---|---|---|---|
| Captrust | Institutional manager | Jan 20, 2021 | n/a | yes | Pittsburgh, PA|GREENSBURG, PA | Current employment |
| PWA WEALTH MANAGEMENT | Former SEC adviser | Mar 29, 2004 | Mar 31, 2021 | no | GREENSBURG, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PWA WEALTH MANAGEMENT | Captrust | Mar 31, 2021 | Jan 20, 2021 | -70 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 126927:175112:PA:2021-03-31 | Mar 31, 2021 | Jan 20, 2021 | GREENSBURG, PA | Firm change after gap |