DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CAPTRUST
Birmingham, MI | Southfield, MI
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 | Birmingham, MI|Southfield, MI | Current employment |
| CAPTRUST FINANCIAL ADVISORS | Former SEC adviser | Mar 8, 2013 | Apr 9, 2015 | no | RALEIGH, NC|CLARKSTON, MI | Previous registration |
| FREEDOM ONE INVESTMENT ADVISORS, INC. | Former SEC adviser | Dec 19, 2011 | Jan 31, 2013 | no | CLARKSTON, MI | 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 |
| FREEDOM ONE INVESTMENT ADVISORS, INC. | CAPTRUST FINANCIAL ADVISORS | Jan 31, 2013 | Mar 8, 2013 | 36 | Firm change | Other |