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Jenifer Heatwole Nesselrodt

Captrust

Harrisonburg, 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 2019-02-13
NC RA APPROVED 2019-01-22
  • VA RA
    APPROVED
    Since 2019-02-13
  • NC RA
    APPROVED
    Since 2019-01-22

Branch Locations

2262 Blue Stone Hills Dr #B, Harrisonburg, VA 22801 • 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
Rogers Financial Group, Inc. Harrisonburg VA 06/2003 02/2019
Capfinancial Securities, Llc Raleigh NC 09/2015 09/2017
Pensionmark Financial Group, Llc Dba/ Rogers Financial Harrisonburg VA 09/2015 02/2019
Pensionmark Securities, Llc Harrisonburg VA 09/2017 02/2019
Capfinancial Securities Llc Raleigh NC 12/2018 08/2024
Capfinancial Partners Llc (Captrust) Raleigh NC 12/2018 Present
  • 06/2003 → 02/2019
    Rogers Financial Group, Inc.
    Harrisonburg, VA
  • 09/2015 → 09/2017
    Capfinancial Securities, Llc
    Raleigh, NC
  • 09/2015 → 02/2019
    Pensionmark Financial Group, Llc Dba/ Rogers Financial
    Harrisonburg, VA
  • 09/2017 → 02/2019
    Pensionmark Securities, Llc
    Harrisonburg, VA
  • 12/2018 → 08/2024
    Capfinancial Securities Llc
    Raleigh, NC
  • 12/2018 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-29
S63 Uniform Securities Agent State Law Examination 2000-07-12
  • S65 Uniform Investment Adviser Law Examination
    2013-03-29
  • S63 Uniform Securities Agent State Law Examination
    2000-07-12
Other Names
  • Jenifer Lynn Heatwole

View on SEC IAPD

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