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Advisor at CAPTRUST
RALEIGH, NC
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 3, 2023 | n/a | yes | RALEIGH, NC | Current employment |
| LINCOLN INVESTMENT | Independent wealth | Jul 30, 2022 | Dec 22, 2022 | no | New Albany, OH|Fort Washington, PA | Previous registration |
| VOISARD ASSET MANAGEMENT GROUP | Independent wealth | Sep 22, 2020 | May 27, 2022 | no | GRAND RAPIDS, MI | Previous registration |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Dec 19, 2017 | Aug 7, 2020 | no | GRAND RAPIDS, MI|COLUMBUS, OH|GRAND RAPIDS, MI | Previous registration |
| LOCKTON INVESTMENT ADVISORS, LLC | No RAUM reported | Feb 10, 2016 | Oct 25, 2017 | no | Dallas, TX|OVERLAND PARK, KS | Previous registration |
| NATIONWIDE INVESTMENT ADVISORS, LLC | Bd affiliated wealth | Apr 20, 2009 | Jan 26, 2016 | no | COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LINCOLN INVESTMENT | Captrust | Dec 22, 2022 | Jan 3, 2023 | 12 | Firm change | Other |
| VOISARD ASSET MANAGEMENT GROUP | LINCOLN INVESTMENT | May 27, 2022 | Jul 30, 2022 | 64 | Firm change | RIA to RIA |
| HUNTINGTON FINANCIAL ADVISORS | VOISARD ASSET MANAGEMENT GROUP | Aug 7, 2020 | Sep 22, 2020 | 46 | Firm change | Ibd to RIA |
| LOCKTON INVESTMENT ADVISORS, LLC | HUNTINGTON FINANCIAL ADVISORS | Oct 25, 2017 | Dec 19, 2017 | 55 | Firm change | Other |
| NATIONWIDE INVESTMENT ADVISORS, LLC | LOCKTON INVESTMENT ADVISORS, LLC | Jan 26, 2016 | Feb 10, 2016 | 15 | Firm change | Other |