Cory Michael Helmbrecht

Current Employers

Captrust

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

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2020-05-06

IN RA
APPROVED

Since 2020-05-06

Branch Locations

3100 Village Point Ste 200, Chesterton, IN 46304 • 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
First Allied Securities, Inc	San Diego	CA	02/2015	05/2020
Lakeside Wealth Management Group, Llc	Chesterton	IN	05/2015	05/2020
Capfinancial Partners Llc (Captrust)	Raleigh	NC	05/2020	Present
Capfinancial Securities Llc	Raleigh	NC	05/2020	Present

02/2015 → 05/2020

First Allied Securities, Inc

San Diego, CA
05/2015 → 05/2020

Lakeside Wealth Management Group, Llc

Chesterton, IN
05/2020 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC
05/2020 → Present

Capfinancial Securities Llc

Raleigh, NC

Previous Registrations

2015-05-12 → 2020-06-30

Lakeside Wealth Management Group, Llc

Chesterton, IN

Other Businesses

NWI Trailer Rentals, Inc. Not investment related, private residence, started: 9/17/23, 10 hours per month, 0 during trading hours, manage rental equipment

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-05-07

S66 Uniform Combined State Law Examination

2015-05-07

Other Names

Cory M Helmbrecht

View on SEC IAPD

Current Employers

Captrust

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews