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Advisor at CAPITAL FIDUCIARY ADVISORS
ASHBURN, VA
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 |
|---|---|---|---|---|---|---|
| CAPITAL FIDUCIARY ADVISORS | State registered | Jul 14, 2021 | n/a | yes | ASHBURN, VA | Current employment |
| Andersen | Independent wealth | May 24, 2016 | Jul 14, 2021 | no | MCLEAN, VA | Previous registration |
| CAPITAL FIDUCIARY ADVISORS, LLC | Former SEC adviser | Jul 20, 2011 | Jul 8, 2016 | no | RESTON, VA | Previous registration |
| CAPITAL FIDUCIARY ADVISORS, INC. | n/a | Jan 26, 2010 | Sep 23, 2011 | no | LEESBURG, VA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 21, 2007 | Dec 22, 2008 | no | VIENNA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Andersen | CAPITAL FIDUCIARY ADVISORS | Jul 14, 2021 | Jul 14, 2021 | 0 | Firm change | RIA to state RIA |
| CAPITAL FIDUCIARY ADVISORS, LLC | Andersen | Jul 8, 2016 | May 24, 2016 | -45 | Firm change after gap | Other |
| CAPITAL FIDUCIARY ADVISORS, INC. | CAPITAL FIDUCIARY ADVISORS, LLC | Sep 23, 2011 | Jul 20, 2011 | -65 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CAPITAL FIDUCIARY ADVISORS, INC. | Dec 22, 2008 | Jan 26, 2010 | 400 | Firm change | Other |