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Justin Sinisi

Captrust

Allentown, PA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-02-08
  • PA RA
    APPROVED
    Since 2024-02-08

Branch Locations

600 Hamilton St #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
OrganizationCityStateFromTo
Lpl Financial, Llc Doylestown PA 10/2015 05/2017
Key Investment Services Llc Plymouth Meeting PA 06/2017 03/2019
Keybank Maple Glen PA 06/2017 03/2019
Fidelity Brokerage Services Llc Philadelphia PA 04/2019 01/2024
Capfinancial Partners Llc (Captrust) Raleigh NC 01/2024 Present
  • 10/2015 → 05/2017
    Lpl Financial, Llc
    Doylestown, PA
  • 06/2017 → 03/2019
    Key Investment Services Llc
    Plymouth Meeting, PA
  • 06/2017 → 03/2019
    Keybank
    Maple Glen, PA
  • 04/2019 → 01/2024
    Fidelity Brokerage Services Llc
    Philadelphia, PA
  • 01/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2019-04-26 → 2024-01-24
    Fidelity Personal And Workplace Advisors
    Philadelphia, PA
  • 2016-11-10 → 2017-05-16
    Lpl Financial Llc
    Doylestown, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-09
  • S66 Uniform Combined State Law Examination
    2016-11-09
Other Names
  • Justin Sinisi
  • Justin Jay Sinisi

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
SECTOR ANALYSTS LLC
LOMBARD ADVISERS INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
ERICKSON FINANCIAL GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

Jessica Ann Paretta
Chris Talpas
JOHN DAVID TUMOLO
PATRICK JAMES HUTCHINSON
DAVID FREDERICK GUENSCH
REKHA MUKESH TRIVEDI
ALIASGHER NURALI SOMJI
Timothy O'Connors

Other Offices

LPL FINANCIAL LLC · ALLENTOWN, PA
SECTOR ANALYSTS LLC · ALLENTOWN, PA
LOMBARD ADVISERS INCORPORATED · Allentown, PA
WELLS FARGO CLEARING SERVICES, LLC · TREXLERTOWN, PA
J.P. MORGAN SECURITIES LLC · Trexlertown, PA
ERICKSON FINANCIAL GROUP, LLC · ALLENTOWN, PA
CETERA INVESTMENT ADVISERS LLC · ALLENTOWN, PA
AMERIPRISE FINANCIAL SERVICES, LLC · WESCOSVILLE, PA

More in Allentown, PA

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