DFX Intelligence
Advisor moves
Arrivals at CaptrustWhat a move isA move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm.This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
795 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Barron Vaughn Schmitt | Palmer & Cay Investment Services Inc unclassified | Captrust other | Other | Dec 14, 2005 | Apr 9, 2015 (3403 d) |
| Scott Rubin | Ameriprise Financial Services, LLC national BD | Captrust institutional | Other | Jun 4, 2005 | Jun 28, 2023 (6598 d) |
| John Randall Zick | Equitable Advisors, LLC national BD | Captrust institutional | Other | Feb 8, 2005 | Jan 30, 2024 (6930 d) |
| John Franklin Pyles | Edward Jones national BD | Captrust institutional | Other | Sep 9, 2004 | Jun 4, 2020 (5747 d) |
| Karen Olivia Denise | Wells Fargo Advisors wirehouse | Captrust other | Other | Feb 3, 2004 | Apr 15, 2015 (4089 d) |
| Denise Mcgee Buchanan | Wells Fargo Advisors wirehouse | Captrust other | Other | Nov 19, 2003 | Apr 15, 2015 (4165 d) |
| Mark Thomas Medlin | Wells Fargo Advisors wirehouse | Captrust other | Other | Oct 21, 2003 | Apr 9, 2015 (4188 d) |
| John Wayne Mangum | Wells Fargo Advisors wirehouse | Captrust other | Other | Oct 21, 2003 | Apr 9, 2015 (4188 d) |
| John Stafford Martin | Wells Fargo Advisors wirehouse | Captrust other | Other | Oct 17, 2003 | Apr 15, 2015 (4198 d) |
| James Ralph Talton | Wells Fargo Advisors wirehouse | Captrust other | Other | Oct 17, 2003 | Apr 15, 2015 (4198 d) |
| Wilson Smith Hoyle | Wells Fargo Advisors wirehouse | Captrust other | Other | Oct 17, 2003 | Apr 9, 2015 (4192 d) |
| Peter Marsh Coleman | Wells Fargo Advisors wirehouse | Captrust other | Other | Oct 17, 2003 | Apr 15, 2015 (4198 d) |
| Michael Edward Hudson | Wells Fargo Advisors wirehouse | Captrust other | Other | Oct 17, 2003 | Apr 9, 2015 (4192 d) |
| Kevin Marcus Monroe | Equitable Advisors, LLC national BD | Captrust other | Other | Oct 7, 2003 | Apr 15, 2015 (4208 d) |
| Michael David Strother | Wells Fargo Advisors wirehouse | Captrust other | Other | Sep 16, 2003 | Apr 9, 2015 (4223 d) |
Page 14 of 14Previous