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David Bronn Westra

Captrust

Phoenix, AZ

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-02-22
  • AZ RA
    APPROVED
    Since 2021-02-22

Branch Locations

2375 East Camelback Rd Suite 700, Phoenix, AZ 85016 • 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
Mra Associates Phoenix AZ 11/2006 11/2020
Capfinancial Partners, Llc. (Captrust) Raleigh NC 11/2020 Present
  • 11/2006 → 11/2020
    Mra Associates
    Phoenix, AZ
  • 11/2020 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2010-02-25 → 2021-03-29
    Mra Associates
    Phoenix, AZ
  • 2007-01-29 → 2010-01-22
    Miller/Russell & Associates, Inc.
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-01-23
  • S65 Uniform Investment Adviser Law Examination
    2007-01-23

View on SEC IAPD

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