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Advisor at CAPTRUST
Helotes, TX
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 | Oct 11, 2021 | n/a | yes | Helotes, TX | Current employment |
| Covenant | Former SEC adviser | Mar 2, 2015 | Nov 24, 2021 | no | SAN ANTONIO, TX|Oklahoma City, OK|Helotes, TX | Previous registration |
| Cartographer | Former SEC adviser | Jan 2, 2015 | Feb 18, 2015 | no | OKLAHOMA CITY, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Covenant | Captrust | Nov 24, 2021 | Oct 11, 2021 | -44 | Firm change after gap | Other |
| Cartographer | Covenant | Feb 18, 2015 | Mar 2, 2015 | 12 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152651:175112:TX:2021-11-24 | Nov 24, 2021 | Oct 11, 2021 | HELOTES, TX | Firm change after gap |