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Reading the graph
Advisor at CAPTRUST
Tiverton, RI | Vero Beach, FL
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 | Jul 10, 2025 | n/a | yes | Tiverton, RI|Vero Beach, FL | Current employment |
| BOSTON FINANCIAL MANAGEMENT LLC | Former SEC adviser | May 9, 2016 | Nov 15, 2024 | no | BOSTON, MA | Previous registration |
| EMERSON INVESTMENT MANAGEMENT LLC | Former SEC adviser | Apr 15, 1994 | May 13, 2016 | no | BOSTON, MA|BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BOSTON FINANCIAL MANAGEMENT LLC | Captrust | Nov 15, 2024 | Jul 10, 2025 | 237 | Firm change | Other |
| EMERSON INVESTMENT MANAGEMENT LLC | BOSTON FINANCIAL MANAGEMENT LLC | May 13, 2016 | May 9, 2016 | -4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104659:112360:MA:2016-05-13 | May 13, 2016 | May 9, 2016 | BOSTON, MA | Firm change |