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Advisor at CAPTRUST
Phoenix, AZ
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 | Dec 15, 2020 | n/a | yes | Phoenix, AZ | Current employment |
| MRA ASSOCIATES | Former SEC adviser | Nov 23, 2011 | Mar 29, 2021 | no | PHOENIX, AZ | Previous registration |
| GFO ADVISORY SERVICES, LLC | Asset manager | Feb 21, 2008 | Oct 24, 2011 | no | GREENWICH, CT | Previous registration |
| INLIGN WEALTH MANAGEMENT, LLC | n/a | Feb 12, 2004 | May 1, 2008 | no | PHOENIX, AZ | Previous registration |
| TANAGER FINANCIAL SERVICES INC | n/a | Mar 7, 2002 | Feb 6, 2004 | no | WALTHAM, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MRA ASSOCIATES | Captrust | Mar 29, 2021 | Dec 15, 2020 | -104 | Firm change after gap | Other |
| GFO ADVISORY SERVICES, LLC | MRA ASSOCIATES | Oct 24, 2011 | Nov 23, 2011 | 30 | Firm change | Other |
| INLIGN WEALTH MANAGEMENT, LLC | GFO ADVISORY SERVICES, LLC | May 1, 2008 | Feb 21, 2008 | -70 | Firm change after gap | Other |
| TANAGER FINANCIAL SERVICES INC | INLIGN WEALTH MANAGEMENT, LLC | Feb 6, 2004 | Feb 12, 2004 | 6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152734:175112:AZ:2021-03-29 | Mar 29, 2021 | Dec 15, 2020 | PHOENIX, AZ | Firm change after gap |