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Bridget Eileen Mitchell

Captrust

West Chester Township, OH

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-05-11
  • OH RA
    APPROVED
    Since 2020-05-11

Branch Locations

9078 Union Centre Blvd #102, West Chester Township, OH 45069 • 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
David B. Haire & Assocs. Westchester OH 05/1999 12/2016
Lpl Financial Llc (F.K.A) Linsco/Private Ledger Corp. West Chester OH 06/1999 12/2016
Capfinancial Securities, Llc. Raleigh NC 01/2017 Present
Captrust Financial Advisors Raleigh NC 01/2017 Present
Captrust Raleigh NC 04/2020 Present
  • 05/1999 → 12/2016
    David B. Haire & Assocs.
    Westchester, OH
  • 06/1999 → 12/2016
    Lpl Financial Llc (F.K.A) Linsco/Private Ledger Corp.
    West Chester, OH
  • 01/2017 → Present
    Capfinancial Securities, Llc.
    Raleigh, NC
  • 01/2017 → Present
    Captrust Financial Advisors
    Raleigh, NC
  • 04/2020 → Present
    Captrust
    Raleigh, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-10-14
  • S63 Uniform Securities Agent State Law Examination
    1996-10-14
Designations

View on SEC IAPD

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FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LINCOLN INVESTMENT

Other Investors

JOHN DOUGLAS VANWEELDEN
BRITTANY SMITH
Arthur Brant Owens
ROBERT HENRY JERGER
KRISTEN MARIE Makari
WILLIAM MILTON LENDL
MONICA LYNN DWYER
JOY MICHELLE SCHLIE

Other Offices

VANWEELDEN WEALTH MANAGEMENT, LLC · WEST CHESTER TOWNSHIP, OH
LPL FINANCIAL LLC · WEST CHESTER, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WEST CHESTER, OH
HARVEST FINANCIAL ADVISORS, LLC · WEST CHESTER, OH
MML INVESTORS SERVICES, LLC · WEST CHESTER, OH
FIFTH THIRD SECURITIES, INC. · WEST CHESTER, OH
AMERIPRISE FINANCIAL SERVICES, LLC · West Chester, OH
LINCOLN INVESTMENT · WEST CHESTER, OH

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