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Thomas R Coast

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 2024-06-05
  • AZ RA
    APPROVED
    Since 2024-06-05

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
Jpmorgan Chase Bank Na Tempe AZ 06/2021 04/2022
Jpmorgan Securities Llc Tempe AZ 06/2021 04/2022
Saint Mary'S Catholic High School Phoenix AZ 08/2019 05/2021
Notre Dame Preparatory High School Scottsdale AZ 08/2014 07/2019
Grand Canyon University Phoenix AZ 07/2018 09/2019
Capfinancial Partners, Llc (Captrust) Raleigh NC 04/2022 Present
Capfinancial Securities Llc Raleigh NC 04/2022 Present
  • 06/2021 → 04/2022
    Jpmorgan Chase Bank Na
    Tempe, AZ
  • 06/2021 → 04/2022
    Jpmorgan Securities Llc
    Tempe, AZ
  • 08/2019 → 05/2021
    Saint Mary'S Catholic High School
    Phoenix, AZ
  • 08/2014 → 07/2019
    Notre Dame Preparatory High School
    Scottsdale, AZ
  • 07/2018 → 09/2019
    Grand Canyon University
    Phoenix, AZ
  • 04/2022 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
  • 04/2022 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-04
S63 Uniform Securities Agent State Law Examination 2021-10-08
  • S65 Uniform Investment Adviser Law Examination
    2024-06-04
  • S63 Uniform Securities Agent State Law Examination
    2021-10-08
Other Names
  • Thomas R Coast
  • Thomas Ryan Coast
  • Thomas Coast

View on SEC IAPD

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