DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CAPTRUST
Leawood, KS
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 | Jul 20, 2026 | n/a | yes | Leawood, KS | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 6, 2017 | May 1, 2026 | no | CHICAGO, IL|CHICAGO, IL|West Hollywood, CA|Miami Beach, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Captrust | May 1, 2026 | Jul 20, 2026 | 80 | Firm change | Other |