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Patricia Pichardo

Captrust

Tampa, FL

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-01
  • FL RA
    APPROVED
    Since 2026-06-01

Branch Locations

400 N. Tampa Street Suite 1800, Tampa, FL 33602 • 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
Truist Investment Services, Inc. Tampa FL 02/2020 05/2024
Full-Time Mother Tampa FL 06/2003 01/2020
Ascensus Subcontractor Tampa FL 08/2015 01/2020
Truist Investment Services, Inc. Tampa FL 05/2024 04/2026
Truist Advisory Services, Inc. Tampa FL 04/2024 04/2026
Capfinancial Partners, Llc. (Captrust) Raleigh NC 04/2026 Present
Capfinancial Securities, Llc. Raleigh NC 04/2026 Present
  • 02/2020 → 05/2024
    Truist Investment Services, Inc.
    Tampa, FL
  • 06/2003 → 01/2020
    Full-Time Mother
    Tampa, FL
  • 08/2015 → 01/2020
    Ascensus Subcontractor
    Tampa, FL
  • 05/2024 → 04/2026
    Truist Investment Services, Inc.
    Tampa, FL
  • 04/2024 → 04/2026
    Truist Advisory Services, Inc.
    Tampa, FL
  • 04/2026 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 04/2026 → Present
    Capfinancial Securities, Llc.
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-01
S63 Uniform Securities Agent State Law Examination 2001-05-04
  • S66 Uniform Combined State Law Examination
    2024-04-01
  • S63 Uniform Securities Agent State Law Examination
    2001-05-04

View on SEC IAPD

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