DFX Intelligence
Advisors
Advisors registered through CaptrustAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
945 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Christeen Marie Reeg dual registrant | Captrust institutional | Folsom, Ca | Mar 1, 2021 | 32 y | 2 | 2 |
| Shannon Elizabeth Reid | Captrust institutional | Idaho Falls, Id | Dec 7, 2023 | 11 y | 1 | 2 |
| Wendy Carol Reid dual registrant | Captrust institutional | Charlotte, Nc | Apr 17, 2015 | 23 y | 1 | 1 |
| M•••••• M•••• R•••••• dual registrant | C••••••• institutional | Chesterton, In | May 6, 2020 | 12 y | 2 | 1 |
| S•••• A••••• R••••••• | C••••••• institutional | Centerville, Ma | Nov 25, 2024 | 17 y | 2 | 2 |
| W•••••• T•••••• R•••••••• | C••••••• institutional | Raleigh, Nc | Apr 17, 2015 | 26 y | 2 | 2 |
| P•••• J•• R•••••• Certified Financial Planner, Chartered Financial Consultant | C••••••• institutional | St. Paul, Mn | Dec 20, 2024 | 36 y | 4 | 2 |
| A•• Z••••• R••••• | C••••••• institutional | Newton, Ma | Apr 19, 2023 | 32 y | 3 | 2 |
| A•••••••• F•••••••• R•••• | C••••••• institutional | Phoenix, Az | Jul 28, 2025 | 13 y | 1 | 1 |
| J••••• M••••• R•••• Certified Financial Planner | C••••••• institutional | Costa Mesa, Ca | Feb 14, 2026 | 13 y | 6 | 2 |
| T••••• J• R••••••• | C••••••• institutional | Greenville, Sc | Aug 5, 2022 | 38 y | 1 | 2 |
| T••••• P•••••• R••••••• | C••••••• institutional | Tampa, Fl | Feb 11, 2026 | 12 y | 2 | 1 |
| J•• J••••• R••••• dual registrant | C••••••• institutional | Plainview, Ny | Mar 1, 2021 | 30 y | 1 | 1 |
| J•••• A•••••••• R••••• Certified Financial Planner | C••••••• institutional | Houston, Tx | Jun 4, 2025 | 13 y | 0 | 1 |
| D•••• A••••••• R••• | C••••••• institutional | Indianapolis, In | Aug 31, 2026 | 17 y | 0 | 1 |
| T•••••• D•••• R••• dual registrant | C••••••• institutional | Chesterton, In | Aug 7, 2024 | 22 y | 4 | 2 |
| K•••••• M••••• R••••••• Certified Financial Planner | C••••••• institutional | The Woodlands, Tx | Oct 25, 2024 | 11 y | 0 | 1 |
| R••••• S•••• R••••••••• | C••••••• institutional | Wichita, Ks | Aug 22, 2022 | 32 y | 2 | 1 |
| C•••••• T••••• R••••••• dual registrant | C••••••• institutional | Coram, Ny | Mar 1, 2021 | 12 y | 1 | 1 |
| C••••••••• M••• R•••• Certified Financial Planner · dual registrant | C••••••• institutional | Wilmington, Nc | Jul 30, 2020 | 32 y | 3 | 1 |
| T•••• L••• R•••••• Certified Financial Planner | C••••••• institutional | Tampa, Fl | Mar 2, 2026 | 23 y | 4 | 1 |
| A••••• H•••••• R••••• Certified Financial Planner | C••••••• institutional | Raleigh, Nc | Mar 20, 2025 | 17 y | 0 | 1 |
| M••••• J• R••••••• P••••• Chartered Financial Analyst | C••••••• institutional | Warren, Nj | Jul 13, 2022 | 39 y | 0 | 1 |
| C•••• R•••••• dual registrant | C••••••• institutional | Clarkston, Mi | Apr 9, 2015 | 16 y | 2 | 1 |
| A••• G••• R•••••••• | C••••••• institutional | Raleigh, Nc | Sep 8, 2025 | 15 y | 2 | 1 |
| M••••• D• R••••• Certified Financial Planner · dual registrant | C••••••• institutional | Sanford, Nc | Oct 18, 2023 | 14 y | 4 | 2 |
| T•••••• M•••••• R••••••• Chartered Financial Analyst | C••••••• institutional | Boston, Ma | Dec 10, 2024 | 14 y | 1 | 1 |
| E•••• R•••••• R•••••••• | C••••••• institutional | New Orleans, La | Mar 1, 2022 | 44 y | 2 | 3 |
| C••• L•• R••••• | C••••••• institutional | Raleigh, Nc | Aug 9, 2021 | 10 y | 2 | 1 |
| K•••••• R••••• | C••••••• institutional | Corolla, Nc | Jan 29, 2019 | 39 y | 3 | 2 |
| J••• A••••••• R••••• Certified Financial Planner | C••••••• institutional | Carbondale, Co | Aug 19, 2022 | 22 y | 3 | 2 |
| R•••••• J•••• R••••• Personal Financial Specialist | C••••••• institutional | Carbondale, Co | Aug 19, 2022 | 27 y | 3 | 2 |
| R•••••• S•••• R••••• | C••••••• institutional | Brentwood, Tn | Dec 21, 2022 | 23 y | 1 | 1 |
| C•••• R••••• Certified Financial Planner | C••••••• institutional | Phoenix, Az | Nov 7, 2022 | 11 y | 1 | 1 |
| S•••• M•••• R•••••• | C••••••• institutional | Southfield, Mi | Oct 8, 2020 | 10 y | 1 | 1 |
| J•••• L••••• R••• I• dual registrant | C••••••• institutional | Tampa, Fl | Jan 7, 2026 | 17 y | 5 | 1 |
| P•••••• J••••• R•••••• | C••••••• institutional | Minnetonka, Mn | Apr 21, 2023 | 10 y | 2 | 1 |
| D••••• R•••• R•••••••• Certified Financial Planner | C••••••• institutional | Phoenix, Az | Jun 29, 2023 | 25 y | 2 | 4 |
| L••••• M•••• R•••• Certified Financial Planner · dual registrant | C••••••• institutional | Sacramento, Ca | Aug 2, 2023 | 13 y | 0 | 1 |
| S•••• R•••• Chartered Financial Analyst | C••••••• institutional | Warren, Nj | Jun 28, 2023 | 21 y | 1 | 1 |
| T•••• K••• R••••• Certified Financial Planner · dual registrant | C••••••• institutional | Wichita, Ks | Aug 19, 2022 | 23 y | 2 | 1 |
| C••••• R•••••• Certified Financial Planner, Chartered Financial Analyst | C••••••• institutional | Leawood, Ks | Jan 7, 2026 | 10 y | 0 | 2 |
| P•••• F• R••••• | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 15 y | 0 | 1 |
| A•••••• J••• C••• R•••••• | C••••••• institutional | Raleigh, Nc | Jan 1, 2019 | 10 y | 0 | 1 |
| A••••• E•••••••• R•••• | C••••••• institutional | Phoenix, Az | Feb 22, 2021 | 11 y | 1 | 1 |
| Z•••••• S••••• Chartered Financial Analyst | C••••••• institutional | Alpharetta, Ga | Apr 30, 2019 | 19 y | 2 | 1 |
| C•••••••• S•••••••• Chartered Financial Analyst | C••••••• institutional | Raleigh, Nc | Aug 31, 2018 | 23 y | 1 | 1 |
| M••• A•••••• S•••••• | C••••••• institutional | San Antonio, Tx | Oct 2, 2019 | 13 y | 3 | 1 |
| K•••• K• S•••••••• Certified Financial Planner, Chartered Financial Analyst | C••••••• institutional | Lone Tree, Co | Nov 25, 2020 | 20 y | 1 | 1 |
| T••••• M•••• S•••••• | C••••••• institutional | Boston, Ma | Nov 27, 2019 | 18 y | 3 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.