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Advisor at CAPTRUST
Chesterton, IN
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 | May 6, 2020 | n/a | yes | Chesterton, IN | Current employment |
| LAKESIDE WEALTH MANAGEMENT GROUP, LLC | Former SEC adviser | Nov 18, 2014 | Jun 30, 2020 | no | CHESTERTON, IN | Previous registration |
| STRATEGIQ FINANCIAL GROUP, LLC | Former SEC adviser | Oct 10, 2008 | Nov 2, 2012 | no | MERRILLVILLE, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LAKESIDE WEALTH MANAGEMENT GROUP, LLC | Captrust | Jun 30, 2020 | May 6, 2020 | -55 | Firm change after gap | Other |
| STRATEGIQ FINANCIAL GROUP, LLC | LAKESIDE WEALTH MANAGEMENT GROUP, LLC | Nov 2, 2012 | Nov 18, 2014 | 746 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 140271:175112:IN:2020-06-30 | Jun 30, 2020 | May 6, 2020 | CHESTERTON, IN | Firm change after gap |