DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CAPTRUST
GREENVILLE, SC
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 | Jul 2, 2021 | n/a | yes | GREENVILLE, SC | Current employment |
| NACHMAN NORWOOD & PARROTT, INC. | Former SEC adviser | May 1, 2018 | Nov 12, 2021 | no | GREENVILLE, SC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 19, 2007 | May 1, 2018 | no | GREENVILLE, SC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 6, 2004 | Sep 7, 2007 | no | GREENVILLE, SC|GREENVILLE, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NACHMAN NORWOOD & PARROTT, INC. | Captrust | Nov 12, 2021 | Jul 2, 2021 | -133 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | NACHMAN NORWOOD & PARROTT, INC. | May 1, 2018 | May 1, 2018 | 0 | Firm change | Wirehouse to new firm |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Sep 7, 2007 | Sep 19, 2007 | 12 | Channel change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 293199:175112:SC:2021-11-12 | Nov 12, 2021 | Jul 2, 2021 | GREENVILLE, SC | Firm change after gap |
| 11025:293199:SC:2018-05-01 | May 1, 2018 | May 1, 2018 | GREENVILLE, SC | Firm change |