Best Investors Account Sign in

Emily Morgan Wrightson

Captrust

New York, NY

Claim This Profile
Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-06-06
NY RA APPROVED 2021-07-14
VA RA APPROVED 2021-05-18
  • NJ RA
    APPROVED
    Since 2022-06-06
  • NY RA
    APPROVED
    Since 2021-07-14
  • VA RA
    APPROVED
    Since 2021-05-18

Branch Locations

40 Wall Street 56Th Floor, New York, NY 10005 • 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
Cammack Larhette Brokerage New York NY 08/2007 02/2021
Cammack Larhette Advisors, Llc New York NY 04/2012 02/2021
Capfinancial Partners Llc (Captrust) Raleigh NC 02/2021 Present
Capfinancial Securities Llc Raleigh NC 05/2021 Present
  • 08/2007 → 02/2021
    Cammack Larhette Brokerage
    New York, NY
  • 04/2012 → 02/2021
    Cammack Larhette Advisors, Llc
    New York, NY
  • 02/2021 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 05/2021 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
  • 2012-05-08 → 2021-05-18
    Cammack Retirement Group
    Wellesley, MA
    New York, NY
    Alexandria, VA
Other Businesses

Name: Retirement Advisor Council, Address: 16 A Pasco Dr, East Windsor, Connecticut 06088, Not Investment Related, Position/Title: Advisory Board Member, Start: 01/01/2026, Hours/Month: 2, Hours during Market Hours: 1, Duties: volunteer

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-04-30
S63 Uniform Securities Agent State Law Examination 2007-12-11
  • S65 Uniform Investment Adviser Law Examination
    2012-04-30
  • S63 Uniform Securities Agent State Law Examination
    2007-12-11
Other Names
  • Emily Morgan Wrightson
  • Emily Morgan Wrightson Lee

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor