Robert Dylan Kirk

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 01/2021
  Td Ameritrade
  Hickory, NC
• 10/2019 → 06/2020
  First Citizens Bank
  Hickory, NC
• 09/2019 → 09/2019
  Nolan Transportaion Group
  Hickory, NC
• 08/2018 → 09/2019
  Td Ameritrade
  Hickory, NC
• 06/2018 → 08/2018
  Na
  Na, NC
• 01/2015 → 06/2018
  Appalachian State University
  Boone, NC
• 04/2021 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 04/2021 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2020-09-03 → 2021-01-26
  Td Ameritrade, Inc.
  San Diego, CA
  San Diego, CA
  Granite Falls, NC
  San Diego, CA
• 2020-09-03 → 2021-01-26
  Td Ameritrade Investment Management, Llc
  San Diego, CA
  Granite Falls, NC

Exams

• S66 Uniform Combined State Law Examination
  2020-09-01

Other Names

• Robert Kirk
• Dylan Kirk
• Robert Kirk
• Robert Kirk
• Dylan D Kirk