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Matthew Richard Haske

Captrust

Lynchburg, VA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-01-09
  • VA RA
    APPROVED
    Since 2024-01-09

Branch Locations

925 Main Street, Suite 200, Lynchburg, VA 24504 • 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
Northwestern Mutual Investment Services Llc Lynchburg VA 11/2012 02/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 03/2012 02/2018
Mml Investors Services, Llc Forest VA 03/2018 02/2022
Truist Investment Services, Inc. Lynchburg VA 02/2022 09/2023
Truist Advisory Services, Inc. Lynchburg VA 02/2022 09/2023
Capfinancial Partners Llc (Captrust) Raleigh NC 11/2023 Present
Capfinancial Securities Llc Raleigh NC 11/2023 Present
  • 11/2012 → 02/2018
    Northwestern Mutual Investment Services Llc
    Lynchburg, VA
  • 03/2012 → 02/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2018 → 02/2022
    Mml Investors Services, Llc
    Forest, VA
  • 02/2022 → 09/2023
    Truist Investment Services, Inc.
    Lynchburg, VA
  • 02/2022 → 09/2023
    Truist Advisory Services, Inc.
    Lynchburg, VA
  • 11/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 11/2023 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-28
S63 Uniform Securities Agent State Law Examination 2013-03-29
  • S66 Uniform Combined State Law Examination
    2022-01-28
  • S63 Uniform Securities Agent State Law Examination
    2013-03-29
Other Names
  • Matt Haske
  • Matthew R Haske

View on SEC IAPD

Other Firms

DAVENPORT & COMPANY LLC
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
MONTVUE CAPITAL MANAGEMENT, INC.
BROWN EDWARDS WEALTH STRATEGIES
ADVANTA WEALTH MANAGEMENT
OSAIC INSTITUTIONS, INC.

Other Investors

DENNIS ROBERT BRADSHAW
DAVID ALEXANDER HEPPNER
SAMUEL BRAGG WADDELL
HOLLY MYERS SALMON
PHILIP EDWARD PAULETTE
Jesse Ford
Abram R Halterman
JASON MICHAEL ALFORD

Other Offices

DAVENPORT & COMPANY LLC · LYNCHBURG, VA
LPL FINANCIAL LLC · LYNCHBURG, VA
LPL FINANCIAL LLC · LYNCHBURG, VA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · LYNCHBURG, VA
RAYMOND JAMES & ASSOCIATES, INC. · Lynchburg , VA
MONTVUE CAPITAL MANAGEMENT, INC. · LYNCHBURG, VA
BROWN EDWARDS WEALTH STRATEGIES · LYNCHBURG, VA
ADVANTA WEALTH MANAGEMENT · LYNCHBURG, VA

More in Lynchburg, VA

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