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David D Fernandez

Captrust

San Ramon, CA

Raleigh, NC

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-01-16
  • CA RA
    APPROVED
    Since 2019-01-16

Branch Locations

2010 Crow Canyon Place Ste. 210, San Ramon, CA 94583 • United States

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Watermark Asset Management San Ramon CA 10/2016 12/2018
Na Na CA 07/2016 09/2016
Captrust Raleigh NC 12/2018 Present
  • 10/2016 → 12/2018
    Watermark Asset Management
    San Ramon, CA
  • 07/2016 → 09/2016
    Na
    Na, CA
  • 12/2018 → Present
    Raleigh, NC
Previous Registrations
  • 2017-02-13 → 2018-12-31
    Watermark Asset Management, Inc.
    San Ramon, CA
Other Businesses

Name: GHAD Treasurer, Inc. Investment-Related: No. Address: 2010 Crow Canyon Pl., Ste. 210 San Ramon, CA 94583 Nature: Serve as Treasurer and handle accounting/bookkeeping tasks for multiple GHAD (Geologic Hazard Abatement District) entities Position/Title: Owner, Officer Start: 07/01/2019 Hours/Month: 4 Hours during Market Hours: 4 Duties: Account for tax receipt revenue, review and pay invoices for GHAD managers, provide accounting/performance reports for each GHAD.

Designations
Other Names
  • David Daniel Fernandez

View on SEC IAPD

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