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Timothy Barrett

Captrust

Tampa, FL

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-07
  • FL RA
    APPROVED
    Since 2026-04-07

Branch Locations

400 N. Tampa Street Suite 1800, Tampa, FL 33625 • 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
Fisher Investments Tampa FL 06/2024 10/2024
Bank Of America Pennington NJ 05/2016 06/2024
Capfinancial Partners, Llc. (Captrust) Raleigh NC 03/2026 Present
Innovative Financial Tampa FL 10/2024 03/2026
  • 06/2024 → 10/2024
    Fisher Investments
    Tampa, FL
  • 05/2016 → 06/2024
    Bank Of America
    Pennington, NJ
  • 03/2026 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 10/2024 → 03/2026
    Innovative Financial
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-19
  • S65 Uniform Investment Adviser Law Examination
    2024-07-19
Other Names
  • Tim Barrett

View on SEC IAPD

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