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

Dec 1, 2003earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

9derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Aug 16, 2010

First registration

Nov 9, 2010

Dual registered

yes, broker-dealer

Other names

SHALE W LATTER

IAPD individual key

4786603

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b3d5bf5e-121d-88e8-0ce1-03e29a9e1198

First observed

Nov 9, 2010

Last observed

Sep 14, 2026 6 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.