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Advisor at CIRCA CAPITAL, LLC
ALPHARETTA, GA
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 |
|---|---|---|---|---|---|---|
| CIRCA CAPITAL, LLC | State registered | Jun 24, 2024 | n/a | yes | ALPHARETTA, GA | Current employment |
| DECATUR CAPITAL MANAGEMENT, INC. | Institutional manager | Sep 16, 2020 | Mar 9, 2023 | no | DECATUR, GA | Previous registration |
| GFO ADVISORY SERVICES, LLC | Asset manager | Mar 6, 2017 | Dec 31, 2017 | no | ATLANTA, GA | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Dec 19, 2016 | Jul 21, 2020 | no | atlanta, GA | Previous registration |
| COLUMBIA MANAGEMENT ADVISORS, INC. | n/a | Sep 8, 2003 | Nov 23, 2004 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DECATUR CAPITAL MANAGEMENT, INC. | CIRCA CAPITAL, LLC | Mar 9, 2023 | Jun 24, 2024 | 473 | Firm change after gap | Other |
| TRUIST ADVISORY SERVICES, INC. | GFO ADVISORY SERVICES, LLC | Jul 21, 2020 | Mar 6, 2017 | -1,233 | Firm change after gap | Other |
| GFO ADVISORY SERVICES, LLC | DECATUR CAPITAL MANAGEMENT, INC. | Dec 31, 2017 | Sep 16, 2020 | 990 | Firm change after gap | Other |
| COLUMBIA MANAGEMENT ADVISORS, INC. | TRUIST ADVISORY SERVICES, INC. | Nov 23, 2004 | Dec 19, 2016 | 4,409 | Firm change after gap | Other |