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Advisor at CAPTRUST
RALEIGH, NC | Lewes, DE
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 | Mar 30, 2017 | n/a | yes | RALEIGH, NC|Lewes, DE | Current employment |
| WESCOTT FINANCIAL ADVISORY GROUP LLC | Independent wealth | Nov 15, 2004 | Oct 9, 2017 | no | PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WESCOTT FINANCIAL ADVISORY GROUP LLC | Captrust | Oct 9, 2017 | Mar 30, 2017 | -193 | Firm change after gap | Other |