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Jill Allagood Rogers

Captrust

Carbondale, CO

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-04
CO RA APPROVED 2022-08-19
  • TX RA
    APPROVED
    Since 2024-03-04
  • CO RA
    APPROVED
    Since 2022-08-19

Branch Locations

Carbondale, CO • 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
Frontier Wealth Management Llc Lone Tree CO 01/2015 07/2022
Capfinancial Partners, Llc (Captrust) Raleigh NC 07/2022 Present
  • 01/2015 → 07/2022
    Frontier Wealth Management Llc
    Lone Tree, CO
  • 07/2022 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2015-04-20 → 2022-10-21
    Fwm Legacy, Llc
    Lone Tree, CO
    Leawood, KS
  • 2014-02-05 → 2015-03-25
    Comprehensive Personal Financial Advisors
    Lone Tree, CO
  • 2004-04-29 → 2007-10-02
    Tarbox Family Office, Inc.
    Newport Beach, CA
Designations
Other Names
  • Jill Elizabeth Allagood
  • Jill Elizabeth Allagood

View on SEC IAPD

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