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Advisor at CAPTRUST
GREENSBORO, NC
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 | Aug 30, 2018 | n/a | yes | GREENSBORO, NC | Current employment |
| MORTON WEALTH MANAGEMENT LLC | Former SEC adviser | Feb 16, 2018 | Dec 31, 2018 | no | GREENSBORO, NC | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | May 15, 2014 | Apr 24, 2017 | no | Greensboro, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORTON WEALTH MANAGEMENT LLC | Captrust | Dec 31, 2018 | Aug 30, 2018 | -123 | Firm change after gap | Other |
| MML INVESTORS SERVICES, LLC | MORTON WEALTH MANAGEMENT LLC | Apr 24, 2017 | Feb 16, 2018 | 298 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111471:175112:NC:2018-12-31 | Dec 31, 2018 | Aug 30, 2018 | GREENSBORO, NC | Firm change after gap |