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Mark Alan Bishop

Captrust

Montgomery, AL

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2020-03-09
  • AL RA
    APPROVED
    Since 2020-03-09

Branch Locations

One Commerce Street Suite 800, Montgomery, AL 36104 • 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
Welch Hornsby & Welch, Inc. Montgomery AL 12/2010 02/2020
Capfinancial Partners, Llc. (Captrust) Raleigh NC 02/2020 Present
  • 12/2010 → 02/2020
    Welch Hornsby & Welch, Inc.
    Montgomery, AL
  • 02/2020 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2011-07-14 → 2020-05-22
    Welch Hornsby, Inc.
    Montgomery, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-13
  • S65 Uniform Investment Adviser Law Examination
    2011-07-13
Designations
Other Names
  • Mark Alan Bishop

View on SEC IAPD

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Emily Lauren Farrior
REBECCA HARDWICH BAKER
ADAM MILLER ROGERS
JEFFREY WRIGHT

Other Offices

RWC WEALTH MANAGEMENT, INC. · MONTGOMERY, AL
LPL ENTERPRISE, LLC · MONTGOMERY, AL
MARBLE WEALTH, LLC · MONTGOMERY, AL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Montgomery, AL
EAGLE STRATEGIES LLC · MONTGOMERY, AL
SYNOVUS SECURITIES, INC. · MONTGOMERY, AL
SUMMIT FINANCIAL, LLC · MONTGOMERY, AL
EAGLE STRATEGIES LLC · MONTGOMERY, AL

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