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Inactive

John David Pini

Captrust

Boston, MA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-12-10
  • MA RA
    APPROVED
    Since 2024-12-10

Branch Locations

255 State Street 6Th Floor, Boston, MA 02109 • 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
Winslow, Evans & Crocker, Inc. Boston MA 01/2015 07/2017
Winslow Wealth Management Llc Boston MA 07/2015 07/2017
Middleton & Company, Inc. Boston MA 07/2017 06/2022
Boston Financial Management Llc Boston MA 09/2023 11/2024
Bny Mellon Asset Management Boston MA 05/2022 09/2023
Capfinancial Partners Llc (Captrust) Raleigh NC 11/2024 Present
  • 01/2015 → 07/2017
    Winslow, Evans & Crocker, Inc.
    Boston, MA
  • 07/2015 → 07/2017
    Winslow Wealth Management Llc
    Boston, MA
  • 07/2017 → 06/2022
    Middleton & Company, Inc.
    Boston, MA
  • 09/2023 → 11/2024
    Boston Financial Management Llc
    Boston, MA
  • 05/2022 → 09/2023
    Bny Mellon Asset Management
    Boston, MA
  • 11/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2023-09-27 → 2025-02-18
    Boston Financial Management Llc
    Boston, MA
  • 2021-02-17 → 2022-06-15
    Middleton & Company Inc.
    Boston, MA
  • 2015-01-22 → 2017-08-25
    Winslow, Evans & Crocker, Inc.
    Boston, MA
  • 2015-07-16 → 2017-08-25
    Winslow Wealth Management Llc
    Boston, MA
Designations

View on SEC IAPD

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Holly A Dumlupinar
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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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