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.

Current firm

CAPTRUST

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 25, 2000earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

First registration

Sep 25, 2000

Dual registered

no

Other names

DENISE RENEE ENGELMEIER|DENISE RENEE ENGELMEIER

IAPD individual key

4524903

• Occurred

  Oct 25, 2023
  Advisor changed firm

  Denise Renee Rothermel left Southern Wealth Management Llp for Captrust (registered 2023-06-29)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f4341439-1973-58c8-16ce-40b8ea57f847

First observed

Sep 25, 2000

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.