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Terri Lynn Ritchie

Captrust

Tampa, FL

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-02
  • FL RA
    APPROVED
    Since 2026-03-02

Branch Locations

4010 W. Boy Scout Blvd. Suite 725, Tampa, FL 33607 • 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
Wells Fargo Advisors Tampa FL 10/2011 08/2017
Wells Fargo Clearing Services, Llc Tampa FL 11/2016 08/2017
Morgan Stanley Smith Barney Llc Temple Terrace FL 09/2017 08/2019
Suncoast Equity Management, Llc Tampa FL 08/2019 01/2026
Morgan Stanley Tampa FL 09/2017 08/2019
Capfinancial Partners, Llc. (Captrust) Raleigh NC 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-27
S63 Uniform Securities Agent State Law Examination 2003-05-19
  • S65 Uniform Investment Adviser Law Examination
    2010-09-27
  • S63 Uniform Securities Agent State Law Examination
    2003-05-19
Designations
Other Names
  • Terri Lynn Mollard
  • Terri Lynn Bradshaw
  • Terri Lynn Bradshaw
  • Terri Lynn Mollard
  • Terri L Mollard

View on SEC IAPD

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