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Advisor at CAPTRUST
Wayne, PA | Zionsville, PA
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 9, 2015 | n/a | yes | Zionsville, PA|Wayne, PA | Current employment |
| CAPTRUST FINANCIAL ADVISORS | Former SEC adviser | Jan 9, 2007 | Apr 9, 2015 | no | DOYLESTOWN, PA|RALEIGH, NC|RALEIGH, NC|RALEIGH, NC | Previous registration |
| PLAN ADVISORY SERVICES, INC. | n/a | Jun 20, 2001 | Dec 31, 2006 | no | DOYLESTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | Captrust | Apr 9, 2015 | Apr 9, 2015 | 0 | Bulk transfer | Other |
| PLAN ADVISORY SERVICES, INC. | CAPTRUST FINANCIAL ADVISORS | Dec 31, 2006 | Jan 9, 2007 | 9 | Firm change | Other |