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

Sep 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Apr 27, 2016

First registration

Jun 9, 2016

Dual registered

no

IAPD individual key

6539478

• Occurred

  Mar 26, 2024
  Advisor changed firm

  Brian Keith Jones left Engrave Wealth Partners, Llc for Captrust (registered 2024-01-18)

  Form ADVobserved 6 days ago
• Occurred

  Apr 29, 2022
  Advisor changed firm

  Brian Keith Jones left Cresset Asset Management, Llc for Engrave Wealth Partners, Llc (registered 2022-06-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:df11b926-c329-057f-cab5-7db25e4d2791

First observed

Jun 9, 2016

Last observed

Sep 14, 2026 7 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.