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Advisor at CAPTRUST
STOCKBRIDGE, GA | Newnan, GA | Peachtree City, GA
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 | Apr 23, 2021 | n/a | yes | STOCKBRIDGE, GA|Newnan, GA|Peachtree City, GA | Current employment |
| STEWARDSHIP CAPITAL MANAGEMENT, LLC | Former SEC adviser | Oct 20, 2014 | Aug 21, 2019 | no | STOCKBRIDGE, GA | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Jun 10, 2011 | Jul 20, 2021 | no | PEACHTREE CITY, GA|STOCKBRIDGE, GA|STOCKBRIDGE , GA|STOCKBRIDGE, GA|ATHENS, GA|STOCKBRIDGE, GA|PEACHTREE CITY, GA|ATLANTA, GA | Previous registration |
| STEWARDSHIP FINANCIAL ADVISORS, LLC | Former SEC adviser | Sep 5, 2008 | Jun 30, 2021 | no | STOCKBRIDGE, GA | Previous registration |
| STEWARDSHIP FINANCIAL ADVISORS, LLC | Former SEC adviser | May 9, 2003 | Dec 31, 2003 | no | STOCKBRIDGE, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA ADVISORS LLC | STEWARDSHIP CAPITAL MANAGEMENT, LLC | Jul 20, 2021 | Oct 20, 2014 | -2,465 | Firm change after gap | Other |
| STEWARDSHIP FINANCIAL ADVISORS, LLC | CETERA ADVISORS LLC | Jun 30, 2021 | Jun 10, 2011 | -3,673 | Firm change after gap | Other |
| STEWARDSHIP CAPITAL MANAGEMENT, LLC | Captrust | Aug 21, 2019 | Apr 23, 2021 | 611 | Firm change after gap | Other |