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.

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

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S66

First exam

Oct 25, 2019

First registration

Oct 29, 2019

Dual registered

no

Other names

Philip Cole

IAPD individual key

7134518

• Occurred

  Mar 23, 2026
  Advisor changed firm

  Philip Martin Cole left Meritage Portfolio Management, Inc. for Captrust (registered 2026-02-05)

  Form ADVobserved 4 days ago
• Occurred

  Aug 26, 2022
  Advisor changed firm

  Philip Martin Cole left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Meritage Portfolio Management, Inc. (registered 2022-08-29)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:80b3a63b-7835-59fd-77a2-cb8aa07c27bd

First observed

Oct 29, 2019

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.