Inactive

Molly Cuddy Thompson

Mount Laurel, NJ

CRD 2895103

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Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Captrust

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2022-01-04
NJ	RA	APPROVED	2021-12-21

PA RA
APPROVED

Since 2022-01-04
NJ RA
APPROVED

Since 2021-12-21

Branch Locations

Mount Laurel, NJ • United States

724 West Lancaster Avenue Suite 210, Wayne, PA 19087 • 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

Organization	City	State	From	To
Capfinancial Partners Llc (Captrust)	Raleigh	NC	03/2021	Present
Capfinancial Securities Llc	Raleigh	NC	03/2021	06/2025
Delaware Distributors, L.P.	Philadelphi	PA	03/1998	12/2020

03/2021 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC
03/2021 → 06/2025

Capfinancial Securities Llc

Raleigh, NC
03/1998 → 12/2020

Delaware Distributors, L.P.

Philadelphi, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-12-16
S63	Uniform Securities Agent State Law Examination	1997-06-20

S65 Uniform Investment Adviser Law Examination

2021-12-16
S63 Uniform Securities Agent State Law Examination

1997-06-20

Other Names

Molly Elizabeth Cuddy

View on SEC IAPD

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