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Casey Michael Veach

Captrust

Southfield, MI

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-12-20
  • MI RA
    APPROVED
    Since 2022-12-20

Branch Locations

3000 Town Center, Suite 2650, Southfield, MI 48075 • 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
Plante Moran Financial Advisors Southfield MI 08/2012 12/2022
Capfinancial Partners Llc (Captrust) Southfield MI 12/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-13
  • S65 Uniform Investment Adviser Law Examination
    2015-03-13
Designations

View on SEC IAPD

Other Firms

CORECAP ADVISORS
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
M.A. GLOBAL INVESTMENT ADVISOR, LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC

Other Investors

NORMAN MILTON BALD
Jeffrey C Jones
Erin Michelle Hoestje
BRADLEY Dennis CLARK
Steven Wilbourn
Avery Reese Markos
Ryan Christopher Smith
Whitney Lynn House

Other Offices

CORECAP ADVISORS · SOUTHFIELD, MI
EAGLE STRATEGIES LLC · SOUTHFIELD, MI
EAGLE STRATEGIES LLC · SOUTHFIELD, MI
J.P. MORGAN SECURITIES LLC · SOUTHFIELD, MI
CETERA INVESTMENT ADVISERS LLC · SOUTHFIELD, MI
M.A. GLOBAL INVESTMENT ADVISOR, LLC · SOUTHFIELD, MI
LPL ENTERPRISE, LLC · SOUTHFIELD, MI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SOUTHFIELD, MI

More in Southfield, MI

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