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Joseph John Debello

Captrust

Tampa, FL

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-03
  • FL RA
    APPROVED
    Since 2024-06-03

Branch Locations

400 N Tampa St Suite 1800, Tampa, FL 33602 • 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
Paychex, Inc. Lake Mary FL 03/2016 02/2018
Paychex Securities Corporation Lake Mary FL 03/2016 02/2018
Capfinancial Partners Llc (Captrust) Raleigh NC 04/2024 Present
Onedigital Investment Advisors Tampa FL 02/2018 03/2024
  • 03/2016 → 02/2018
    Paychex, Inc.
    Lake Mary, FL
  • 03/2016 → 02/2018
    Paychex Securities Corporation
    Lake Mary, FL
  • 04/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 02/2018 → 03/2024
    Onedigital Investment Advisors
    Tampa, FL
Previous Registrations
  • 2018-03-30 → 2024-03-22
    Onedigital
    Orlando, FL
    Overland Park, KS
    Orlando, FL
  • 2011-11-17 → 2014-05-22
    Securian Financial Services, Inc.
    Maitland, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-02
S66 Uniform Combined State Law Examination 2011-11-09
  • S65 Uniform Investment Adviser Law Examination
    2018-03-02
  • S66 Uniform Combined State Law Examination
    2011-11-09

View on SEC IAPD

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