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Advisor at CAPITAL INVESTMENT ADVISORS
WASHINGTON D.C., DC
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 |
|---|---|---|---|---|---|---|
| CAPITAL INVESTMENT ADVISORS | Independent wealth | Jan 12, 2022 | n/a | yes | WASHINGTON D.C., DC | Current employment |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Nov 1, 2018 | Aug 7, 2020 | no | FAIRFAX, VA | Previous registration |
| EDELMAN FINANCIAL SERVICES, LLC | Former SEC adviser | Jul 1, 2011 | Nov 1, 2018 | no | FAIRFAX, VA | Previous registration |
| CAPITAL INVESTMENT ADVISORS | Independent wealth | Jul 16, 2004 | Jul 12, 2011 | no | WASHINGTON, DC | Previous registration |
| LINCOLN FINANCIAL DISTRIBUTORS, INC. | n/a | May 7, 2003 | Sep 29, 2003 | no | HARTFORD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | CAPITAL INVESTMENT ADVISORS | Aug 7, 2020 | Jan 12, 2022 | 523 | Firm change after gap | RIA to RIA |
| EDELMAN FINANCIAL SERVICES, LLC | EDELMAN FINANCIAL ENGINES | Nov 1, 2018 | Nov 1, 2018 | 0 | Bulk transfer | Ibd to RIA |
| CAPITAL INVESTMENT ADVISORS | EDELMAN FINANCIAL SERVICES, LLC | Jul 12, 2011 | Jul 1, 2011 | -11 | Firm change | Other |
| LINCOLN FINANCIAL DISTRIBUTORS, INC. | CAPITAL INVESTMENT ADVISORS | Sep 29, 2003 | Jul 16, 2004 | 291 | Firm change | Other |