William Phillip Jones Jr

Current Employers

Captrust

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2019-05-02
TX	RA	APPROVED	2019-04-29

GA RA
APPROVED

Since 2019-05-02
TX RA
APPROVED

Since 2019-04-29

Branch Locations

Greensboro, GA • 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
Fiduciaryvest, Llc	Atlanta	GA	01/2005	03/2019
Capfinancial Partners, Llc. (Captrust)	Raleigh	NC	03/2019	Present

01/2005 → 03/2019

Fiduciaryvest, Llc

Atlanta, GA
03/2019 → Present

Capfinancial Partners, Llc. (Captrust)

Raleigh, NC

Previous Registrations

2006-01-30 → 2019-04-05

Fiduciaryvest, Llc

Atlanta, GA

Other Businesses

Name: Reclaimed Heart Ministries Address: private residence Not Investment Related Nature: non-profit ministry organization Position/Title: Board of Directors Start: 03/18/2019 Hours/Month: 10 Hours during Market Hours: 5 Duties: volunteer

Designations

Other Names

William Phillip Jones
Philly Jones
W. Philly Jones
William Phillip Jones Jr.

View on SEC IAPD