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Advisor at CAPTRUST
Uniontown, OH
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 31, 2019 | n/a | yes | Uniontown, OH | Current employment |
| CORNERSTONE CAPITAL ADVISORS | Former SEC adviser | Apr 10, 2018 | Jul 31, 2019 | no | UNIONTOWN, OH | Previous registration |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Jul 10, 2015 | May 18, 2017 | no | CLEVELAND, OH|SAN RAFAEL, CA | Previous registration |
| REHMANN WEALTH | Independent wealth | Dec 7, 2010 | Jun 18, 2015 | no | CLEVELAND, OH|LANSING, MI | Previous registration |
| NRP ADVISORS, INC. | n/a | Mar 6, 2008 | Nov 2, 2010 | no | CLEVELAND, OH|INDEPENDENCE, OH | Previous registration |
| NRP FINANCIAL, INC. | n/a | Aug 4, 2003 | Oct 20, 2008 | no | INDEPENDENCE, OH|BRYAN, OH|CLEVELAND, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CORNERSTONE CAPITAL ADVISORS | Captrust | Jul 31, 2019 | May 31, 2019 | -61 | Firm change after gap | Other |
| GLOBAL RETIREMENT PARTNERS LLC | CORNERSTONE CAPITAL ADVISORS | May 18, 2017 | Apr 10, 2018 | 327 | Firm change | Other |
| REHMANN WEALTH | GLOBAL RETIREMENT PARTNERS LLC | Jun 18, 2015 | Jul 10, 2015 | 22 | Firm change | Other |
| NRP ADVISORS, INC. | REHMANN WEALTH | Nov 2, 2010 | Dec 7, 2010 | 35 | Firm change | Other |
| NRP FINANCIAL, INC. | NRP ADVISORS, INC. | Oct 20, 2008 | Mar 6, 2008 | -228 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 107230:175112:OH:2019-07-31 | Jul 31, 2019 | May 31, 2019 | UNIONTOWN, OH | Firm change after gap |