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Beverly Leann Barnes

Captrust

Brentwood, TN

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-12-22
  • TN RA
    APPROVED
    Since 2022-12-22

Branch Locations

5314 Maryland Way, Ste. 300, Brentwood, TN 37027 • 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
Trustcore Financial Services Brentwood TN 06/2008 12/2022
Trustcore Investments Inc Brentwood TN 06/2008 12/2020
Capfinancial Partners Llc (Captrust) Raleigh NC 12/2022 Present
  • 06/2008 → 12/2022
    Trustcore Financial Services
    Brentwood, TN
  • 06/2008 → 12/2020
    Trustcore Investments Inc
    Brentwood, TN
  • 12/2022 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2009-03-03 → 2023-03-20
    Trustcore Financial Services, Llc
    Brentwood, TN
  • 2007-07-18 → 2008-07-08
    Morgan Keegan & Company, Llc
    Memphis, TN
    Nashville, TN
    Nashville, TN
Other Businesses

MARY KAY REPRESENTATIVE, NON INVESTMENT RELATED, PRIVATE RESIDENCE, 5 - 8 HOURS PER WEEK, NONE DURING MARKET TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-17
S63 Uniform Securities Agent State Law Examination 2003-03-31
  • S66 Uniform Combined State Law Examination
    2007-07-17
  • S63 Uniform Securities Agent State Law Examination
    2003-03-31

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CALDWELL ADVISORS, LLC
TRANQUILITY PARTNERS, LLC
EDWARD JONES
SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK
RELEVANCE CAPITAL MANAGEMENT, LLC

Other Investors

BARRY KIRK MCCALL
BENJAMIN THOMAS BASS
STERLING AUSTIN COLEY
STEVE TU-RAN ALVERSON
AARON ALAN ZAUNER
David M Dorsett
BENTLEY YEISER LONDON
BILLY RAY CALDWELL

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRENTWOOD, TN
CALDWELL ADVISORS, LLC · BRENTWOOD, TN
TRANQUILITY PARTNERS, LLC · BRENTWOOD, TN
EDWARD JONES · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · Brentwood, TN
TRUIST ADVISORY SERVICES, INC. · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · BRENTWOOD, TN
GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK · BRENTWOOD, TN

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