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Reading the graph
Advisor at CAPTRUST
Boston, MA
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 | Nov 27, 2019 | n/a | yes | Boston, MA | Current employment |
| BOSTON ADVISORS, LLC | Former SEC adviser | Jun 9, 2006 | Oct 4, 2019 | no | BOSTON, MA | Previous registration |
| BOSTON ADVISORS, INC. | n/a | Jun 28, 2002 | Jun 9, 2006 | no | BOSTON, MA | Previous registration |
| BABSON UNITED INVESTMENT ADVISORS INC | n/a | Mar 6, 1999 | Jun 3, 2002 | no | WATERTOWN, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BOSTON ADVISORS, LLC | Captrust | Oct 4, 2019 | Nov 27, 2019 | 54 | Firm change | Other |
| BOSTON ADVISORS, INC. | BOSTON ADVISORS, LLC | Jun 9, 2006 | Jun 9, 2006 | 0 | Firm change | Other |
| BABSON UNITED INVESTMENT ADVISORS INC | BOSTON ADVISORS, INC. | Jun 3, 2002 | Jun 28, 2002 | 25 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 140059:175112:MA:2019-10-04 | Oct 4, 2019 | Nov 27, 2019 | BOSTON, MA | Firm change |