DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner25 years in industry

REBECCA RENEE POULIOT

Advisor at CAPTRUST

Boston, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c8f53a75-db63-c9bc-5cf1-4b2076adce50

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Jan 28, 2004 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Rebecca Renee Pouliot

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Oct 1, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
First registration: Jan 28, 2004
Dual registered: no
Other names: Rebecca Renee Paradis
IAPD individual key: 4750044

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Captrust	Institutional manager	Jan 25, 2022	n/a	yes	Boston, MA	Current employment
RINET COMPANY, LLC	Former SEC adviser	Jan 28, 2004	Mar 28, 2022	no	BOSTON, MA\|BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RINET COMPANY, LLC	Captrust	Mar 28, 2022	Jan 25, 2022	-62	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
106979:175112:MA:2022-03-28	Mar 28, 2022	Jan 25, 2022	BOSTON, MA	Firm change after gap

Relationships

Registered with (2)

→ CAPTRUSTRegistered adviserregistration: current employment
Jan 25, 2022 to presentfactForm ADV
→ RINET COMPANY, LLCRegistered adviserregistration: previous registration
Jan 28, 2004 to Mar 28, 2022factForm ADV

Dated events

Occurred
Mar 28, 2022
Advisor changed firm
Rebecca Renee Pouliot left Rinet Company, Llc for Captrust (registered 2022-01-25)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c8f53a75-db63-c9bc-5cf1-4b2076adce50
First observed: Jan 28, 2004
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.

REBECCA RENEE POULIOT

Advisor at CAPTRUST

Boston, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c8f53a75-db63-c9bc-5cf1-4b2076adce50

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:59 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Captrust

Institutional manager

Jan 25, 2022

n/a

yes

Boston, MA

Current employment

RINET COMPANY, LLC

Former SEC adviser

Jan 28, 2004

Mar 28, 2022

BOSTON, MA|BOSTON, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

RINET COMPANY, LLC

Captrust

Mar 28, 2022

Jan 25, 2022

-62

Firm change after gap

Other

Team

Left

Joined

From

Kind

106979:175112:MA:2022-03-28

Mar 28, 2022

Jan 25, 2022

BOSTON, MA

Firm change after gap