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Advisor at CAPTRUST
Uniontown, OH
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 | May 22, 2019 | n/a | yes | Uniontown, OH | Current employment |
| AZSURE FIDUCIARY SERVICES | n/a | Nov 22, 2005 | Jan 31, 2008 | no | UNIONTOWN, OH | Previous registration |
| CORNERSTONE CAPITAL ADVISORS | Former SEC adviser | Aug 6, 2002 | Jul 31, 2019 | no | UNIONTOWN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CORNERSTONE CAPITAL ADVISORS | AZSURE FIDUCIARY SERVICES | Jul 31, 2019 | Nov 22, 2005 | -4,999 | Firm change after gap | Other |
| AZSURE FIDUCIARY SERVICES | Captrust | Jan 31, 2008 | May 22, 2019 | 4,129 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 107230:131385:OH:2019-07-31 | Jul 31, 2019 | Nov 22, 2005 | UNIONTOWN, OH | Firm change after gap |