Kelly Marie Hendrick Pattillo

Current Employers

Captrust

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-06-29

TX RA
APPROVED

Since 2023-06-29

Branch Locations

5005 Lbj Freeway, Suite 1313, Dallas, TX 75224 • 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

Organization	City	State	From	To
Southern Wealth Investment Advisors, Llc	Dallas	TX	03/2005	05/2023
Capfinancial Partners Llc (Captrust)	Raleigh	NC	05/2023	Present

03/2005 → 05/2023

Southern Wealth Investment Advisors, Llc

Dallas, TX
05/2023 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC

Previous Registrations

2008-05-30 → 2023-10-25

Southern Wealth Management Llp

Dallas, TX

Other Businesses

Bear Partners SA LLP; Not investment related; 1826 N Loop 1604, San Antonio, TX; Holding company; started 5/26/23; 1 hour per month; 1 hour during trading; partner

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-05-28

S65 Uniform Investment Adviser Law Examination

2008-05-28

Other Names

Kelly Marie Hendrick

View on SEC IAPD

Current Employers

Captrust

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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