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Advisor at CAPTRUST
Tampa, FL
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 | Jul 18, 2017 | n/a | yes | Tampa, FL | Current employment |
| CAPTRUST ADVISORS, LLC | Former SEC adviser | Apr 13, 2007 | Dec 31, 2017 | no | TAMPA, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 10, 2004 | Jun 12, 2017 | no | TAMPA, FL|TAMPA, FL | Previous registration |
| REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC. | n/a | Jul 19, 2002 | Oct 21, 2004 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPTRUST ADVISORS, LLC | Captrust | Dec 31, 2017 | Jul 18, 2017 | -166 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | CAPTRUST ADVISORS, LLC | Jun 12, 2017 | Apr 13, 2007 | -3,713 | Firm change after gap | Other |
| REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC. | WELLS FARGO ADVISORS | Oct 21, 2004 | Sep 10, 2004 | -41 | 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 12, 2017 | Apr 13, 2007 | TAMPA, FL | Firm change after gap |