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Advisor at CAPTRUST
Rochester, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Captrust | Institutional manager | Oct 27, 2025 | n/a | yes | Rochester, NY | Current employment |
| COBBLESTONE CAPITAL ADVISORS, LLC | Former SEC adviser | May 7, 2021 | Dec 31, 2025 | no | ROCHESTER, NY | Previous registration |
| FEDERATED SECURITIES CORP. | No RAUM reported | Nov 11, 2009 | Apr 21, 2011 | no | ROCHESTER, NY | Previous registration |
| FEDERATED INVESTMENT COUNSELING | Institutional manager | Apr 15, 2009 | Apr 21, 2011 | no | PITTSBURGH, PA | Previous registration |
| FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | Asset manager | Feb 4, 2009 | Dec 31, 2010 | no | ROCHESTER, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COBBLESTONE CAPITAL ADVISORS, LLC | Captrust | Dec 31, 2025 | Oct 27, 2025 | -65 | Firm change after gap | Other |
| FEDERATED INVESTMENT COUNSELING | FEDERATED SECURITIES CORP. | Apr 21, 2011 | Nov 11, 2009 | -526 | Channel change | Other |
| FEDERATED SECURITIES CORP. | COBBLESTONE CAPITAL ADVISORS, LLC | Apr 21, 2011 | May 7, 2021 | 3,669 | Firm change after gap | Other |
| FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | FEDERATED INVESTMENT COUNSELING | Dec 31, 2010 | Apr 15, 2009 | -625 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108023:175112:NY:2025-12-31 | Dec 31, 2025 | Oct 27, 2025 | ROCHESTER, NY | Firm change after gap |