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Reading the graph
Advisor at CAPTRUST
Charlotte, 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 | Mar 12, 2020 | n/a | yes | Charlotte, NC | Current employment |
| WELCH HORNSBY, INC. | Former SEC adviser | Jan 24, 2014 | May 22, 2020 | no | CHARLOTTE, NC|MONTGOMERY, AL | Previous registration |
| KINSIGHT, LLC | Former SEC adviser | Mar 8, 2001 | Feb 23, 2009 | no | BIRMINGHAM, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELCH HORNSBY, INC. | Captrust | May 22, 2020 | Mar 12, 2020 | -71 | Firm change after gap | Other |
| KINSIGHT, LLC | WELCH HORNSBY, INC. | Feb 23, 2009 | Jan 24, 2014 | 1,796 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104664:175112:AL:2020-05-22 | May 22, 2020 | Mar 12, 2020 | MONTGOMERY, AL | Firm change after gap |