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Advisor at CAPTRUST
Houston, TX | Sedgwick, ME
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 | Jan 10, 2025 | n/a | yes | Sedgwick, ME|Houston, TX | Current employment |
| WEALTH COVENANT GROUP LLC | Former SEC adviser | Jan 9, 2018 | Mar 20, 2025 | no | Houston, TX | Previous registration |
| STAVINOHA WHITE STRATEGIC FINANCIAL GROUP, INC. | n/a | Aug 15, 2001 | Nov 21, 2002 | no | HOUSTON, TX | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 7, 2000 | Feb 27, 2018 | no | HOUSTON, TX|HOUSTON, TX|SEDGWICK, ME | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH COVENANT GROUP LLC | Captrust | Mar 20, 2025 | Jan 10, 2025 | -69 | Firm change after gap | Other |
| LPL FINANCIAL LLC | STAVINOHA WHITE STRATEGIC FINANCIAL GROUP, INC. | Feb 27, 2018 | Aug 15, 2001 | -6,040 | Firm change after gap | Other |
| STAVINOHA WHITE STRATEGIC FINANCIAL GROUP, INC. | WEALTH COVENANT GROUP LLC | Nov 21, 2002 | Jan 9, 2018 | 5,528 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 291453:175112:TX:2025-03-20 | Mar 20, 2025 | Jan 10, 2025 | HOUSTON, TX | Firm change after gap |