DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CAPTRUST
INDIANAPOLIS, IN
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 16, 2023 | n/a | yes | INDIANAPOLIS, IN | Current employment |
| COLUMN CAPITAL ADVISORS, LLC | Former SEC adviser | Nov 15, 2018 | Aug 9, 2024 | no | INDIANAPOLIS, IN | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 17, 2013 | Sep 11, 2017 | no | FORT WAYNE, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COLUMN CAPITAL ADVISORS, LLC | Captrust | Aug 9, 2024 | Oct 16, 2023 | -298 | Firm change after gap | Other |
| LPL FINANCIAL LLC | COLUMN CAPITAL ADVISORS, LLC | Sep 11, 2017 | Nov 15, 2018 | 430 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 135118:175112:IN:2024-08-09 | Aug 9, 2024 | Oct 16, 2023 | INDIANAPOLIS, IN | Firm change after gap |