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Advisor at BOYD WATTERSON ASSET MANAGEMENT, LLC
Tampa, FL | CLEVELAND, OH
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 |
|---|---|---|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT, LLC | Other adviser | Mar 30, 2018 | n/a | yes | Tampa, FL|CLEVELAND, OH | Current employment |
| Captrust | Institutional manager | Jul 18, 2017 | Feb 2, 2018 | no | Tampa, FL|RALEIGH, NC | Previous registration |
| CAPTRUST ADVISORS, LLC | Former SEC adviser | Jun 3, 2013 | Dec 31, 2017 | no | TAMPA, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 27, 2012 | Jun 14, 2017 | no | TAMPA, FL | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Sep 19, 2008 | Feb 20, 2009 | no | TALLAHASSEE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Captrust | BOYD WATTERSON ASSET MANAGEMENT, LLC | Feb 2, 2018 | Mar 30, 2018 | 56 | Firm change | Other |
| CAPTRUST ADVISORS, LLC | Captrust | Dec 31, 2017 | Jul 18, 2017 | -166 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | CAPTRUST ADVISORS, LLC | Jun 14, 2017 | Jun 3, 2013 | -1,472 | Firm change after gap | Other |
| MORGAN STANLEY & CO. LLC | WELLS FARGO ADVISORS | Feb 20, 2009 | Aug 27, 2012 | 1,284 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 142941:175112:FL:2017-12-31 | Dec 31, 2017 | Jul 18, 2017 | TAMPA, FL | Firm change after gap |
| 11025:142941:FL:2017-06-12 | Jun 14, 2017 | Jun 3, 2013 | TAMPA, FL | Firm change after gap |