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Reading the graph
Advisor at CAPTRUST
RALEIGH, NC | Wayzata, MN
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 | Dec 15, 2020 | n/a | yes | Wayzata, MN|RALEIGH, NC | Current employment |
| MRA ASSOCIATES | Former SEC adviser | Sep 17, 2018 | Mar 29, 2021 | no | Wayzata, MN|Minnetonka, MN | Previous registration |
| LEGACIES WEALTH LLC | Independent wealth | Jun 22, 2012 | Oct 30, 2018 | no | MINNETONKA, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MRA ASSOCIATES | Captrust | Mar 29, 2021 | Dec 15, 2020 | -104 | Firm change after gap | Other |
| LEGACIES WEALTH LLC | MRA ASSOCIATES | Oct 30, 2018 | Sep 17, 2018 | -43 | Firm change after gap | RIA to RIA |