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Audrey Lynn Scroggs

Captrust

Phoenix, AZ

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-12-16
  • AZ RA
    APPROVED
    Since 2022-12-16

Branch Locations

2375 East Camelback Rd Suite 700, Phoenix, AZ 85016 • 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
Capfinancial Partners, Llc. (Captrust) Raleigh NC 11/2020 Present
Mra Associates Phoenix AZ 09/2020 11/2020
Instacart Phoenix AZ 05/2020 09/2020
Kindle Lewes DE 03/2016 08/2019
Full Time Student At Arizona State University Tempe AZ 08/2018 05/2021
Bodhi Tempe AZ 11/2018 05/2019
Wealthnest Planners Chandler AZ 02/2020 05/2020
  • 11/2020 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 09/2020 → 11/2020
    Mra Associates
    Phoenix, AZ
  • 05/2020 → 09/2020
    Instacart
    Phoenix, AZ
  • 03/2016 → 08/2019
    Kindle
    Lewes, DE
  • 08/2018 → 05/2021
    Full Time Student At Arizona State University
    Tempe, AZ
  • 11/2018 → 05/2019
    Bodhi
    Tempe, AZ
  • 02/2020 → 05/2020
    Wealthnest Planners
    Chandler, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-19
  • S65 Uniform Investment Adviser Law Examination
    2022-07-19
Other Names
  • Audrey Scroggs

View on SEC IAPD

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EW ADVISER, LLC · PHOENIX, AZ
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
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UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
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