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Reading the graph
Advisor at CAPTRUST
San Ramon, CA
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 14, 2019 | n/a | yes | San Ramon, CA | Current employment |
| WATERMARK ASSET MANAGEMENT, INC. | Former SEC adviser | Aug 22, 1997 | Mar 29, 2019 | no | SAN RAMON, CA|DANVILLE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WATERMARK ASSET MANAGEMENT, INC. | Captrust | Mar 29, 2019 | Jan 14, 2019 | -74 | Firm change after gap | Other |