Joshua Scott Haire

West Chester Township, OH

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Current Employers

Captrust

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-09-25
OH	RA	APPROVED	2017-01-30

TX RA
APPROVED

Since 2018-09-25
OH RA
APPROVED

Since 2017-01-30

Branch Locations

9078 Union Centre Blvd #102, West Chester Township, OH 45069 • 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
Lpl Financial Llc	West Chester	OH	06/2013	12/2016
Hbk Wealth Management	Cincinnati	OH	09/2013	12/2016
Capfinancial Securities Llc	Raleigh	NC	01/2017	Present
Capfinancial Partners Llc (Captrust)	Raleigh	NC	01/2017	Present

06/2013 → 12/2016

Lpl Financial Llc

West Chester, OH
09/2013 → 12/2016

Hbk Wealth Management

Cincinnati, OH
01/2017 → Present

Capfinancial Securities Llc

Raleigh, NC
01/2017 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC

Previous Registrations

2013-09-06 → 2017-01-03

Bohmer Kilcoyne Wealth Management, Llc

Cincinnati, OH
2013-06-26 → 2015-10-30

Lpl Financial Llc

Cincinnati, OH
2010-09-16 → 2011-12-22

Indie Asset Partners, Llc

Indianapolis, IN
2008-04-18 → 2010-10-06

Lpl Financial Llc

Carmel, IN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-04-17

S66 Uniform Combined State Law Examination

2008-04-17

Designations

View on SEC IAPD

Other Firms

VANWEELDEN WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

HARVEST FINANCIAL ADVISORS, LLC

MML INVESTORS SERVICES, LLC

FIFTH THIRD SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

LINCOLN INVESTMENT

Other Investors

JOHN DOUGLAS VANWEELDEN

Arthur Brant Owens

ROBERT HENRY JERGER

KRISTEN MARIE Makari

WILLIAM MILTON LENDL

MONICA LYNN DWYER

JOY MICHELLE SCHLIE

Other Offices

VANWEELDEN WEALTH MANAGEMENT, LLC · WEST CHESTER TOWNSHIP, OH

LPL FINANCIAL LLC · WEST CHESTER, OH

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WEST CHESTER, OH

HARVEST FINANCIAL ADVISORS, LLC · WEST CHESTER, OH

MML INVESTORS SERVICES, LLC · WEST CHESTER, OH

FIFTH THIRD SECURITIES, INC. · WEST CHESTER, OH

AMERIPRISE FINANCIAL SERVICES, LLC · West Chester, OH

LINCOLN INVESTMENT · WEST CHESTER, OH

More in West Chester Township, OH

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