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Molly Mahaffey Peecher

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 2025-03-05
  • NC RA
    APPROVED
    Since 2025-03-05

Branch Locations

5605 Carnegie Boulevard - 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
Carolinas Investment Consulting Llc Charlotte NC 02/2014 04/2025
Carolinas Wealth Consulting Llc Charlotte NC 02/2025 02/2025
Capfinancial Partners Llc (Captrust) Raleigh NC 01/2025 Present
Capfinancial Securities Llc Raleigh NC 04/2025 Present
  • 02/2014 → 04/2025
    Carolinas Investment Consulting Llc
    Charlotte, NC
  • 02/2025 → 02/2025
    Carolinas Wealth Consulting Llc
    Charlotte, NC
  • 01/2025 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 04/2025 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
  • 2025-02-28 → 2025-07-14
    Carolinas Wealth Consulting Llc
    Charlotte, NC
  • 2004-04-27 → 2005-01-11
    J.P. Morgan Asset Management
    Columbus, OH
  • 2003-01-27 → 2003-11-19
    J.P. Morgan Asset Management
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-18
S63 Uniform Securities Agent State Law Examination 2007-06-27
  • S65 Uniform Investment Adviser Law Examination
    2024-11-18
  • S63 Uniform Securities Agent State Law Examination
    2007-06-27
Other Names
  • Molly M Peecher
  • Molly Lynn Mahaffey

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
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