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.

Current firm

CAPTRUST

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Aug 16, 2007

First registration

Feb 2, 2023

Dual registered

no

Other names

DAVID E HERLIHY|DAVID E HERLIHY|DAVID E HERLIHY

IAPD individual key

5325668

• Occurred

  Jan 25, 2024
  Advisor changed firm

  David E Herlihy left Slavic Wealth Management, Inc. for Captrust (registered 2024-06-10)

  Form ADVobserved 6 days ago
• Occurred

  Jan 25, 2024
  Advisor changed firm

  David E Herlihy left Slavic Mutual Funds Management Corp. for Slavic Wealth Management, Inc. (registered 2023-11-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a9338916-bb38-33f3-1141-d867b98feab4

First observed

Feb 2, 2023

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.