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Advisor at CAPTRUST
Minnetonka, 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 | Apr 21, 2023 | n/a | yes | Minnetonka, MN | Current employment |
| QUANTITATIVE ADVANTAGE, LLC | Former SEC adviser | Apr 29, 2015 | Jun 12, 2023 | no | MINNETONKA, MN | Previous registration |
| QA INVESTMENT SERVICES, LLC | Former SEC adviser | Jan 29, 2014 | Mar 22, 2018 | no | MINNETONKA, MN | Previous registration |
| MADISON AVENUE SECURITIES, LLC | Bd affiliated wealth | Mar 25, 2009 | Dec 31, 2011 | no | SKOKIE,, IL | Previous registration |
| MADISON AVENUE ADVISORS, INC. | n/a | Jan 23, 2009 | Mar 25, 2009 | no | SAN DIEGO, CA|SCHAUMBURG, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| QUANTITATIVE ADVANTAGE, LLC | Captrust | Jun 12, 2023 | Apr 21, 2023 | -52 | Firm change after gap | Other |
| QA INVESTMENT SERVICES, LLC | QUANTITATIVE ADVANTAGE, LLC | Mar 22, 2018 | Apr 29, 2015 | -1,058 | Firm change after gap | Other |
| MADISON AVENUE SECURITIES, LLC | QA INVESTMENT SERVICES, LLC | Dec 31, 2011 | Jan 29, 2014 | 760 | Firm change after gap | Other |
| MADISON AVENUE ADVISORS, INC. | MADISON AVENUE SECURITIES, LLC | Mar 25, 2009 | Mar 25, 2009 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110575:175112:MN:2023-06-12 | Jun 12, 2023 | Apr 21, 2023 | MINNETONKA, MN | Firm change after gap |
| 131762:110575:MN:2018-03-22 | Mar 22, 2018 | Apr 29, 2015 | MINNETONKA, MN | Firm change after gap |