David Heath

Move Details

Firm leaving Triad Advisors
Firm joining Capital Investment Co.
Adviser(s) location

Columbia, SC

Date announced July 22, 2013
Transition date November 29, 2012

Latest Moves to Capital Investment Co.

Adviser(s) Date announced
Don P. Ferguson, Jr.July 17, 2014
Eugene C. Thompson IVMarch 27, 2014
Mark CourtemancheMarch 27, 2014

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

  @IN Wire

Jul 24 09:56AM
Strong growth in recurring fee revenue pushes Raymond James' private client group to record profits http://t.co/UQ2cFiKFNv
Jul 24 09:50AM
10 Thursday AM Reads http://t.co/9yaVzoMwfc

Career Center

Explore your opportunities and be informed for your next move.

Company Type
Firm Type
Clearing Firm
Presented by