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Advisor at CAPTRUST
Rochester, NY
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 | Oct 27, 2025 | n/a | yes | Rochester, NY | Current employment |
| COBBLESTONE CAPITAL ADVISORS, LLC | Former SEC adviser | May 5, 2021 | Dec 31, 2025 | no | ROCHESTER, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COBBLESTONE CAPITAL ADVISORS, LLC | Captrust | Dec 31, 2025 | Oct 27, 2025 | -65 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108023:175112:NY:2025-12-31 | Dec 31, 2025 | Oct 27, 2025 | ROCHESTER, NY | Firm change after gap |