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Reading the graph
Advisor at CAPTRUST
Phoenix, AZ
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 | Institutional manager | Dec 15, 2020 | n/a | yes | Phoenix, AZ | Current employment |
| MRA ASSOCIATES | Former SEC adviser | Mar 27, 2017 | Mar 29, 2021 | no | PHOENIX, AZ | Previous registration |
| RTS PRIVATE WEALTH MANAGEMENT | Former SEC adviser | Jun 12, 2013 | Feb 8, 2017 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MRA ASSOCIATES | Captrust | Mar 29, 2021 | Dec 15, 2020 | -104 | Firm change after gap | Other |
| RTS PRIVATE WEALTH MANAGEMENT | MRA ASSOCIATES | Feb 8, 2017 | Mar 27, 2017 | 47 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152734:175112:AZ:2021-03-29 | Mar 29, 2021 | Dec 15, 2020 | PHOENIX, AZ | Firm change after gap |