Nathan Francis Erickson

Current Employers

Captrust

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
Mra Associates	Phoenix	AZ	03/2011	11/2020
Capfinancial Partners, Llc. (Captrust)	Raleigh	NC	11/2020	Present

03/2011 → 11/2020

Mra Associates

Phoenix, AZ
11/2020 → Present

Capfinancial Partners, Llc. (Captrust)

Raleigh, NC

Previous Registrations

2011-04-25 → 2021-03-29

Mra Associates

Phoenix, AZ
2009-10-30 → 2011-03-25

Foothills Asset Management Ltd

Scottsdale, AZ

Other Businesses

CFA Institute; Investment-Related: No; Address: 915 E. High St, Charlottesville, VA; Nature: Professional Org.; Position/Title: Consultant; Start: 6/17/2024; Hours/Month: 10; Hours during Market Hours: 0; Duties: Consult with CFA Institute on disciplinary actions.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-10-12
S63	Uniform Securities Agent State Law Examination	2008-09-19

S65 Uniform Investment Adviser Law Examination

2009-10-12
S63 Uniform Securities Agent State Law Examination

2008-09-19

Designations

View on SEC IAPD

Current Employers

Captrust

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews