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.

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

Dec 1, 2011earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S63|S65

First exam

Apr 27, 2012

First registration

Apr 30, 2012

Dual registered

no

Other names

PATRICK MARLATT|PATRICK KEYES MARALTT

IAPD individual key

2325973

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cdeb6b71-b153-06fd-e024-70bebbc6e19d

First observed

Apr 30, 2012

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.