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William Lawson Spitz

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 2026-02-20
  • NC RA
    APPROVED
    Since 2026-02-20

Branch Locations

5605 Carnegie Blvd. 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
Capfinancial Partners, Llc. (Captrust) Raleigh NC 11/2025 Present
Christ Covenant Church Matthews NC 08/2004 02/2026
  • 11/2025 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 08/2004 → 02/2026
    Christ Covenant Church
    Matthews, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-18
  • S65 Uniform Investment Adviser Law Examination
    2026-02-18
Other Names
  • Sandy Spitz
  • William Spitz

View on SEC IAPD

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