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RIA / WealthAdvisor22 years in industry

Robert Bradley-Poole Propst

Advisor at CAPTRUST

Charlotte, NC

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Search this name across graphsid dfx:ria:da123b3b-c8bd-a92b-c90d-2d5906de8606

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: May 8, 2012 to Sep 14, 2026

Across DFX

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.

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: Aug 10, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Aug 10, 2004
First registration: May 8, 2012
Dual registered: no
Other names: ROBERT BRADLEY PROPST
IAPD individual key: 4813267

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	Jul 30, 2024	n/a	yes	Charlotte, NC	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 31, 2023	Jul 12, 2024	no	BIRMINGHAM, AL	Previous registration
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	Jun 14, 2022	Aug 16, 2023	no	GREENWOOD VILLAGE, CO\|Chelsea, AL	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	May 8, 2012	Apr 29, 2022	no	CHARLOTTE, NC\|SMITHFIELD, VA\|CHARLOTTESVILLE, VA\|CHARLOTTE, NC\|CHARLOTTE, NC\|SMITHFIELD, VA\|BIRMINGHAM, AL\|Pelham, AL\|BIRMINGHAM, AL\|ATLANTA, GA\|Chelsea, AL	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Captrust	Jul 12, 2024	Jul 30, 2024	18	Firm change	Other
EMPOWER ADVISORY GROUP, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 16, 2023	Jul 31, 2023	-16	Firm change	Ibd to wirehouse
ADVICE AND PLANNING SERVICES	EMPOWER ADVISORY GROUP, LLC	Apr 29, 2022	Jun 14, 2022	46	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ CAPTRUSTRegistered adviserregistration: current employment
Jul 30, 2024 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 31, 2023 to Jul 12, 2024factForm ADV
→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Jun 14, 2022 to Aug 16, 2023factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
May 8, 2012 to Apr 29, 2022factForm ADV

Dated events

Occurred
Jul 12, 2024
Advisor changed firm
Robert Bradley-Poole Propst left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Captrust (registered 2024-07-30)
Form ADVobserved 3 days ago
Occurred
Aug 16, 2023
Advisor changed firm
Robert Bradley-Poole Propst left Empower Advisory Group, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-07-31)
Form ADVobserved 3 days ago
Occurred
Apr 29, 2022
Advisor changed firm
Robert Bradley-Poole Propst left Advice And Planning Services for Empower Advisory Group, Llc (registered 2022-06-14)
Form ADVobserved 3 days ago