DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CAPTRUST
RALEIGH, NC
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 | Sep 8, 2026 | n/a | yes | RALEIGH, NC | Current employment |
| FIRST CITIZENS INVESTOR SERVICES, INC. | Bd affiliated wealth | Aug 10, 2009 | Jun 18, 2014 | no | RALEIGH, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST CITIZENS INVESTOR SERVICES, INC. | Captrust | Jun 18, 2014 | Sep 8, 2026 | 4,465 | Firm change after gap | Other |