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Melissa Trujillo

Captrust

Overland Park, KS

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-02-11
  • KS RA
    APPROVED
    Since 2026-02-11

Branch Locations

7500 College Blvd Suite 1212, Overland Park, KS 66210 • 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
Merrill Lynch, Pierce, Fenner & Smith Inc Leawood KS 11/2013 08/2021
Capfinancial Partners, Llc. (Captrust) Raleigh NC 12/2025 Present
Meritage Portfolio Management Overland Park KS 08/2021 01/2026
  • 11/2013 → 08/2021
    Merrill Lynch, Pierce, Fenner & Smith Inc
    Leawood, KS
  • 12/2025 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 08/2021 → 01/2026
    Meritage Portfolio Management
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-28
  • S66 Uniform Combined State Law Examination
    2014-07-28
Other Names
  • Melissa K Perez
  • Melissa K Perez
  • Melissa Kay Perez
  • Melissa K Trujillo

View on SEC IAPD

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