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David Steine

Captrust

Brentwood, TN

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-01-13
TN RA APPROVED 2023-01-13
  • NY RA
    APPROVED
    Since 2023-01-13
  • TN RA
    APPROVED
    Since 2023-01-13

Branch Locations

5314 Maryland Way, Ste. 300, Brentwood, TN 37027 • 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
Avondale Advisors Nashville TN 06/2016 08/2018
Jjb Hilliard Wl Lyons,Llc Nashville TN 06/2018 03/2019
Trustcore Financial Services, Llc Brentwood TN 04/2019 12/2022
Capfinancial Partners, Llc (Captrust) Raleigh NC 12/2022 Present
  • 06/2016 → 08/2018
    Avondale Advisors
    Nashville, TN
  • 06/2018 → 03/2019
    Jjb Hilliard Wl Lyons,Llc
    Nashville, TN
  • 04/2019 → 12/2022
    Trustcore Financial Services, Llc
    Brentwood, TN
  • 12/2022 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2019-04-17 → 2023-03-20
    Trustcore Financial Services, Llc
    Brentwood, TN
  • 2018-07-11 → 2019-04-08
    J.J.B. Hilliard, W.L. Lyons, Llc
    Nashville, TN
  • 2004-06-17 → 2018-09-07
    Avondale Advisors, Llc
    Nashville, TN
Other Names
  • David Steine, Jr.
  • David Steine, Jr.

View on SEC IAPD

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AARON ALAN ZAUNER
David M Dorsett
BENTLEY YEISER LONDON
BILLY RAY CALDWELL

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRENTWOOD, TN
CALDWELL ADVISORS, LLC · BRENTWOOD, TN
TRANQUILITY PARTNERS, LLC · BRENTWOOD, TN
EDWARD JONES · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · Brentwood, TN
TRUIST ADVISORY SERVICES, INC. · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · BRENTWOOD, TN
GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK · BRENTWOOD, TN

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