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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 5, 2025 | n/a | yes | CHARLOTTE, NC | Current employment |
| CAROLINAS WEALTH CONSULTING LLC | Former SEC adviser | Feb 28, 2025 | Jul 14, 2025 | no | CHARLOTTE, NC | Previous registration |
| J.P. MORGAN ASSET MANAGEMENT | n/a | Apr 27, 2004 | Jan 11, 2005 | no | COLUMBUS, OH | Previous registration |
| J.P. MORGAN ASSET MANAGEMENT | n/a | Jan 27, 2003 | Nov 19, 2003 | no | COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAROLINAS WEALTH CONSULTING LLC | Captrust | Jul 14, 2025 | Mar 5, 2025 | -131 | Firm change after gap | Other |
| J.P. MORGAN ASSET MANAGEMENT | CAROLINAS WEALTH CONSULTING LLC | Jan 11, 2005 | Feb 28, 2025 | 7,353 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 300003:175112:NC:2025-07-14 | Jul 14, 2025 | Mar 5, 2025 | CHARLOTTE, NC | Firm change after gap |