DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CAPTRUST WEALTH ADVISORS
HOLLAND, MI
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 WEALTH ADVISORS | Independent wealth | May 12, 2015 | n/a | yes | HOLLAND, MI | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 28, 2003 | Apr 2, 2015 | no | HOLLAND, MI|HOLLAND, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | CAPTRUST WEALTH ADVISORS | Apr 2, 2015 | May 12, 2015 | 40 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:173736:MI:2015-04-01 | Apr 2, 2015 | May 12, 2015 | HOLLAND, MI | Firm change |