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Kevin Glenn Yoshida

Captrust

Greenwood Village, CO

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-11-05
  • CO RA
    APPROVED
    Since 2021-11-05

Branch Locations

6465 Greenwood Plaza Blvd Suite 350, Greenwood Village, CO 80111 • 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
Capfinancial Partners Llc (Captrust) Raleigh NC 10/2021 Present
Ellwood Associates Greenwood Village CO 06/2016 10/2021
  • 10/2021 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 06/2016 → 10/2021
    Ellwood Associates
    Greenwood Village, CO
Previous Registrations
  • 1999-01-01 → 2016-06-06
    Watershed Investment Consultants Inc
    Greenwood Village, CO
    Highlands Ranch, CO
Other Businesses

1) Name: Sakura Square LLC, Address: 1225 19th Street, Denver, CO 80202, Not Investment Related, Nature: promotes Japanese goods and services in Sakura Square, Position/Title: Board of Directors, Start: 01/01/2015, Hours/Month: 10, Hours during Market Hours: 3, Duties: Serve as a board member 2) Name: Tri-State/Denver Buddhist Temple, Address: 1947 Lawrence Street, Denver, CO 80202, Not Investment Related, Nature: Religious Institution, Position/Title: Secretary, Start: 11/11/2008, Hours/Month: .5, Hours during Market Hours: .3, Duties: Serve as an officer and committee member

Designations

View on SEC IAPD

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