DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

JOSHUA SCOTT HAIRE

Advisor at CAPTRUST

West Chester Township, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:71b945fe-9e9f-c178-8b7a-5730f8fcf714

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 18, 2008 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 17, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 17, 2008
First registration: Apr 18, 2008
Dual registered: yes, broker-dealer
IAPD individual key: 5496313

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Captrust	Institutional manager	Jan 30, 2017	n/a	yes	West Chester Township, OH	Current employment
BOHMER KILCOYNE WEALTH MANAGEMENT, LLC	Former SEC adviser	Sep 6, 2013	Jan 3, 2017	no	CINCINNATI, OH	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 26, 2013	Oct 30, 2015	no	CINCINNATI, OH	Previous registration
INDIE ASSET PARTNERS, LLC	Independent wealth	Sep 16, 2010	Dec 22, 2011	no	INDIANAPOLIS, IN	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 18, 2008	Oct 6, 2010	no	CARMEL, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BOHMER KILCOYNE WEALTH MANAGEMENT, LLC	Captrust	Jan 3, 2017	Jan 30, 2017	27	Firm change	Other
LPL FINANCIAL LLC	BOHMER KILCOYNE WEALTH MANAGEMENT, LLC	Oct 30, 2015	Sep 6, 2013	-784	Firm change after gap	Other
INDIE ASSET PARTNERS, LLC	LPL FINANCIAL LLC	Dec 22, 2011	Jun 26, 2013	552	Firm change after gap	Other
LPL FINANCIAL LLC	INDIE ASSET PARTNERS, LLC	Oct 6, 2010	Sep 16, 2010	-20	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6413:168419:OH:2015-10-28	Oct 30, 2015	Sep 6, 2013	CINCINNATI, OH	Firm change after gap

Relationships

Registered with (4)

→ CAPTRUSTRegistered adviserregistration: current employment
Jan 30, 2017 to presentfactForm ADV
→ BOHMER KILCOYNE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 6, 2013 to Jan 3, 2017factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 26, 2013 to Oct 30, 2015factForm ADV
→ INDIE ASSET PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 16, 2010 to Dec 22, 2011factForm ADV

Dated events

No dated event names this entity yet.