DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CAPITAL INVESTMENT ADVISORS, LLC
ATLANTA, GA
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 |
|---|---|---|---|---|---|---|
| CAPITAL INVESTMENT ADVISORS, LLC | Independent wealth | Jul 25, 2011 | n/a | yes | ATLANTA, GA | Current employment |
| ALTERA PRIVATE ACCESS, LLC | Asset manager | May 17, 2017 | Jan 18, 2024 | no | ATLANTA, GA | Previous registration |
| WELA STRATEGIES, INC. | Former SEC adviser | Jul 22, 2008 | Dec 23, 2025 | no | ATLANTA, GA | Previous registration |
| CAPITAL INVESTMENT ADVISORS LLC | n/a | Jan 27, 2006 | Aug 1, 2011 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELA STRATEGIES, INC. | CAPITAL INVESTMENT ADVISORS, LLC | Dec 23, 2025 | Jul 25, 2011 | -5,265 | Firm change after gap | Other |
| ALTERA PRIVATE ACCESS, LLC | n/a | Jan 18, 2024 | n/a | n/a | Departure no registered destination | Departure |
| CAPITAL INVESTMENT ADVISORS LLC | WELA STRATEGIES, INC. | Aug 1, 2011 | Jul 22, 2008 | -1,105 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 147762:158055:GA:2025-12-23 | Dec 23, 2025 | Jul 25, 2011 | ATLANTA, GA | Firm change after gap |