Zachary Ryan Mccann

Current Employers

Captrust

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2015-09-16

PA RA
APPROVED

Since 2015-09-16

Branch Locations

600 Hamilton Street Suite 900, Allentown, PA 18101 • 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
M Holdings Securities, Inc.	Portland	OR	11/2012	Present
Capfinancial Partners, Llc (Captrust)	Raleigh	NC	08/2015	Present

11/2012 → Present

M Holdings Securities, Inc.

Portland, OR
08/2015 → Present

Capfinancial Partners, Llc (Captrust)

Raleigh, NC

Previous Registrations

2013-03-20 → 2015-12-23

Mfp Strategies

Bethlehem, PA

Other Businesses

1) CAPTRUST/CapFinancial Partners, LLC dba Strategic Advisor Group; 600 Hamilton Street, Suite 900, Allentown, PA 18101; 08/2015; Relationship Manager for 3(21) and 3(38) Institutional Investment Advisory Clients and NQDC, COLI and BOLI clients; Investment Related; 150 hours/month; 150 hours/month during business hours; Expense Reimbursement, Ownership, Wages/Salary/Tips.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-03-02

S66 Uniform Combined State Law Examination

2013-03-02

View on SEC IAPD

Current Employers

Captrust

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

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