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Lyric Boyette Martin

Captrust

Charlotte, NC

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-05
  • NC RA
    APPROVED
    Since 2025-03-05

Branch Locations

5605 Carnegie Boulevard - Suite 400, Charlotte, NC 28209 • 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
Carolinas Investment Consulting Llc Charlotte NC 06/2001 Present
Carolinas Wealth Consulting Llc Charlotte NC 05/2019 02/2025
Capfinancial Partners Llc (Captrust) Raleigh NC 01/2025 Present
  • 06/2001 → Present
    Carolinas Investment Consulting Llc
    Charlotte, NC
  • 05/2019 → 02/2025
    Carolinas Wealth Consulting Llc
    Charlotte, NC
  • 01/2025 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2019-05-13 → 2025-07-14
    Carolinas Wealth Consulting Llc
    Charlotte, NC
    Charlotte, NC
  • 2014-04-09 → 2001-04-17
    Carolinas Investment Consulting Llc
    Charlotte, NC
Designations
Other Names
  • Lyric Boyette

View on SEC IAPD

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