The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.
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CRD 17499
ATLANTA, GA
Data as of (this record's last observation) from sec_form_adv_history, sec_adv_roster, iapd_firm_feed. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BOWDEN, THEODORE IRVING | DIRECTOR, CHIEF OPERATING OFFICER | NA | yes | 02/2013 | Feb 26, 2013 | Oct 12, 2016 |
| HOTHAM, JAMES SCOTT | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | yes | 12/2015 | Jan 20, 2016 | Oct 12, 2016 |
| MCCALLUM, CHARLES FALCONER III | DIRECTOR | NA | yes | 03/2016 | Mar 17, 2016 | Oct 12, 2016 |
| SOLIS, KENNETH RENE | DIRECTOR | NA | yes | 01/2015 | Mar 30, 2015 | Oct 12, 2016 |
| SPEETJENS, FELICIA ANN | DIRECTOR | NA | yes | 03/2016 | Mar 17, 2016 | Oct 12, 2016 |
| SUNTRUST BANK HOLDING COMPANY | HOLDING COMPANY | E | yes | 05/2000 | Jan 3, 2012 | Oct 12, 2016 |
| SUNTRUST BANKS, INC. | SHAREHOLDER | E | yes | 01/2000 | Jan 3, 2012 | Oct 12, 2016 |
| THOMPSON, JOSEPH MARBERRY | CHAIRMAN OF THE BOARD, PRESIDENT, CEO | NA | yes | 08/2014 | Aug 22, 2014 | Oct 12, 2016 |
| CARROLL, THOMAS MCLEMORE | DIRECTOR | NA | no | 03/2016 | Mar 17, 2016 | Oct 12, 2016 |
| DOWHOWER, BRIAN SEAN | DIRECTOR | NA | no | 03/2016 | Mar 17, 2016 | Oct 12, 2016 |
| HATTINK, WILLEM-JAU ODO | DIRECTOR | NA | no | 02/2013 | Jan 3, 2012 | Oct 12, 2016 |
| HECHTLINGER, SUSAN J | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | no | 01/2010 | Jan 3, 2012 | Oct 12, 2016 |
| NORVILLE, CYNTHIA GRIFFIN | EXECUTIVE VICE PRESIDENT | NA | no | 02/2016 | Mar 17, 2016 | Oct 12, 2016 |
| RICH, SARAH DODGE | CHIEF FINANCIAL OFFICER | NA | no | 06/2012 | Jul 2, 2012 | Oct 12, 2016 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SUNTRUST ADVISORY SERVICES LLC | n/a | BD AFFILIATED WEALTH | $77B | Y | yes | n/a |
| GENSPRING FAMILY OFFICES, LLC | n/a | ASSET MANAGER | $351M | N | yes | n/a |
| SUNTRUST BANK | n/a | n/a | n/a | N | yes | n/a |
| SUNTRUST ROBINSON HUMPHREY, INC. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| MIAMI | FL | United States | n/a | no |
| TAMPA | FL | United States | n/a | no |
| ATLANTA | GA | United States | n/a | no |
| CHESAPEAKE | VA | United States | n/a | no |
| NORTH CHESTERFIELD | VA | United States | n/a | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2015 | Mar 17, 2016 | $10B | $4.7B | 1,368 | 1,349 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $9.9B | $4.1B | 1,968 | 1,590 | n/a | n/a | n/a |
| 2013 | Mar 26, 2014 | $8.2B | $3.2B | 1,455 | 1,098 | n/a | n/a | n/a |
| 2012 | Feb 26, 2013 | $6.5B | $2.2B | 1,371 | 1,171 | n/a | n/a | n/a |
| 2011 | Jan 3, 2012 | $5.3B | $1.2B | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2015 | $10B | $9.9B | 5.3% | $6.5B | 17.0% | 1,368 | 1,968 | n/a | n/a |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | 6 | Jan 6, 2017 | Apr 4, 2017 | PONTE VEDRA BEACH, FL | FIRM ABSORBED | OTHER | 66.7% |
| TRUIST ADVISORY SERVICES, INC. | 2 | Nov 21, 2016 | Sep 21, 2016 | ALPHARETTA, GA | TEAM LIFT OUT | OTHER | 0.4% |
| TRUIST ADVISORY SERVICES, INC. | 4 | Nov 15, 2016 | Oct 25, 2016 | MARIANNA, FL | TEAM LIFT OUT | OTHER | 0.9% |
| TRUIST ADVISORY SERVICES, INC. | 2 | Oct 12, 2016 | Sep 20, 2016 | ATLANTA, GA | TEAM LIFT OUT | OTHER | 0.4% |
| TRUIST ADVISORY SERVICES, INC. | 2 | Oct 6, 2016 | Sep 14, 2016 | ORLANDO, FL | TEAM LIFT OUT | OTHER | 0.4% |
| TRUIST ADVISORY SERVICES, INC. | 2 | Sep 20, 2016 | Sep 9, 2016 | CHATTANOOGA, TN | TEAM LIFT OUT | OTHER | 0.4% |
| TRUIST ADVISORY SERVICES, INC. | 2 | Sep 16, 2016 | Sep 12, 2016 | JUPITER, FL | TEAM LIFT OUT | OTHER | 0.4% |
| SYNOVUS SECURITIES, INC. | 3 | Jun 17, 2016 | Jul 6, 2016 | LAGRANGE, GA | TEAM LIFT OUT | OTHER | 0.7% |
| WELLS FARGO ADVISORS | 2 | Apr 5, 2016 | Apr 26, 2016 | YULEE, FL | TEAM LIFT OUT | OTHER | 0.4% |
| FORTHRIGHT WEALTH MANAGEMENT, LLC | 4 | May 19, 2015 | Jun 1, 2015 | ALPHARETTA, GA | TEAM LIFT OUT | OTHER | 0.9% |
| CREDIT SUISSE SECURITIES (USA) LLC | 2 | Apr 21, 2015 | May 11, 2015 | CORAL GABLES, FL | TEAM LIFT OUT | OTHER | 0.4% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| SYNOVUS SECURITIES, INC. | 2 | Sep 27, 2016 | Sep 29, 2016 | COLUMBUS, GA | TEAM LIFT OUT | OTHER | 2.0% |
| WELLS FARGO ADVISORS | 3 | May 4, 2016 | May 12, 2016 | ATLANTA, GA | TEAM LIFT OUT | OTHER | 0.0% |
| WELLS FARGO ADVISORS | 5 | Apr 20, 2016 | Apr 29, 2016 | PALM BEACH GARDENS, FL | TEAM LIFT OUT | OTHER | 0.0% |
| WELLS FARGO ADVISORS | 2 | Jan 19, 2016 | Apr 4, 2016 | NAPLES, FL | TEAM LIFT OUT | OTHER | 0.0% |
| FIFTH THIRD SECURITIES, INC. | 2 | Jun 29, 2015 | Jun 24, 2015 | TAMPA, FL | TEAM LIFT OUT | OTHER | 0.4% |
| WELLS FARGO ADVISORS | 2 | May 12, 2015 | Jun 3, 2015 | RALEIGH, NC | TEAM LIFT OUT | OTHER | 0.0% |
| VOYA FINANCIAL ADVISORS, INC. | 3 | Mar 25, 2015 | Apr 1, 2015 | WATKINSVILLE, GA | TEAM LIFT OUT | OTHER | 0.3% |