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Joshuaalexander Sarco Bingtan

Captrust

Sacramento, CA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-22
  • CA RA
    APPROVED
    Since 2023-08-22

Branch Locations

740 University Avenue, Sacramento, CA 95825 • 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
New York Life Insurance Company San Francisco CA 08/2018 06/2022
Nylife Securities Llc San Francisco CA 09/2019 06/2022
North Hills Church Vellejo CA 07/2014 06/2021
Admiral Callagham Professional Center Vallejo CA 09/2015 11/2017
Summit Properties Novato CA 06/2016 07/2017
Capfinancial Securities Llc Raleigh NC 05/2022 Present
Capfinancial Partners Llc (Captrust) Raleigh NC 05/2022 Present
  • 08/2018 → 06/2022
    New York Life Insurance Company
    San Francisco, CA
  • 09/2019 → 06/2022
    Nylife Securities Llc
    San Francisco, CA
  • 07/2014 → 06/2021
    North Hills Church
    Vellejo, CA
  • 09/2015 → 11/2017
    Admiral Callagham Professional Center
    Vallejo, CA
  • 06/2016 → 07/2017
    Summit Properties
    Novato, CA
  • 05/2022 → Present
    Capfinancial Securities Llc
    Raleigh, NC
  • 05/2022 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-12-21
  • S63 Uniform Securities Agent State Law Examination
    2021-12-21
Designations
Other Names
  • Joshua Alexander Sarcos Bingtan

View on SEC IAPD

Other Firms

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ROBERT W. BAIRD & CO. INCORPORATED
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

EDWARD SAL GUANILL
GARY PETER LIBHART
PAIGE DETER FARRELL
Heather Story
ROSS BEARDSLEE LEVINE
ANDREA LYNN SILVA
LOEL GLEN HEUPEL
JEFFREY I BEDELL

Other Offices

GUANILL WEALTH MANAGEMENT · SACRAMENTO, CA
ENDEAVOR FINANCIAL PLANNING · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
ROBERT W. BAIRD & CO. INCORPORATED · SACRAMENTO, CA

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