Stephen Dennis Wilt

Current Employers

Employment History

• 01/2009 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 01/2009 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 1996-10-23 → 2009-01-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bath, OH
  Akron, OH

Other Businesses

1) Name: The GAR Foundation Investment-Related: No; Address: Akron OH; Nature: Private Foundation; Position/Title: Trustee; Start: 1/1/2024; Hours/Month: 8; Hours during Market Hours: 8; Duties: Monitor investments and outside manager, meet quarterly 2) Name: The St. Sebastian's Foundation; Investment-Related: No; Address: Nature: Religious; Position/Title: Board Member; Start: 12/1/2012; Hours/Month: 6; Hours during Market Hours: 6; Duties: Board member, fundraiser, monitor adviser. 3) Name: The University of Akron College of Business Dean's Advisory Council Investment-Related: No Nature: Educational institution Position/Title: Board Director Start: 01/03/2006 Hours/Month: 10 Hours during Market Hours: 10 Duties: Board Chair 4) Name: The Greater Akron Chamber Investment-Related: No Nature: resources for local business development Position/Title: Board Director Start: 12/07/2017 Hours/Month: 5 Hours during Market Hours: 5 Duties: advocacy for business development

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-06
• S63 Uniform Securities Agent State Law Examination
  1988-08-31