Eric Peart Burton

Current Employers

Captrust

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2024-10-03

UT RA
APPROVED

Since 2024-10-03

Branch Locations

13961 S. Minuteman Drive Suite 300, Salt Lake City, UT 84020 • 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
Edward Jones	Logan	UT	09/2018	09/2019
Lees Marketplace	Logan	UT	11/2012	09/2018
Er Lawncare	Logan	UT	06/2016	10/2016
Logan Music Academy	Logan	UT	08/2018	10/2019
Conservice	Logan	UT	09/2019	06/2020
Fidelity Investments	American Fork	UT	06/2020	06/2022
Syntrinsic Investment Counsel, Llc	Saratoga Springs	UT	06/2022	03/2024
Syntrinsic Llc	Saratoga Springs	UT	06/2023	03/2024
Summit Global Investments	Bountiful	UT	03/2024	09/2024
Capfinancial Partners Llc (Captrust)	Raleigh	NC	09/2024	Present

09/2018 → 09/2019

Edward Jones

Logan, UT
11/2012 → 09/2018

Lees Marketplace

Logan, UT
06/2016 → 10/2016

Er Lawncare

Logan, UT
08/2018 → 10/2019

Logan Music Academy

Logan, UT
09/2019 → 06/2020

Conservice

Logan, UT
06/2020 → 06/2022

Fidelity Investments

American Fork, UT
06/2022 → 03/2024

Syntrinsic Investment Counsel, Llc

Saratoga Springs, UT
06/2023 → 03/2024

Syntrinsic Llc

Saratoga Springs, UT
03/2024 → 09/2024

Summit Global Investments

Bountiful, UT
09/2024 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC

Previous Registrations

2024-04-02 → 2024-10-07

Summit Global Investments, Llc

Saratoga Springs, UT

Bountiful, UT
2023-07-18 → 2024-03-21

Syntrinsic Llc

Denver, CO

Saratoga Springs, UT
2022-06-27 → 2023-12-31

Syntrinsic Investment Counsel, Llc.

Saratoga Springs, UT

Denver, CO
2020-10-05 → 2022-07-21

Fidelity Personal And Workplace Advisors

American Fork, UT
2019-04-09 → 2019-09-12

Edward Jones

Logan, UT

St Louis, MO

Logan, UT

Other Businesses

Name: Music Teacher, Investment-Related: No Address: private residence, Nature: Music instruction Position/Title: Instructor, Start: 9.2.2019, Hours/Month: 20, Hours during Market Hours: 14, Duties: Teaching music students on line and in person

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-04-06

S66 Uniform Combined State Law Examination

2019-04-06

Other Names

Eric Peart Burton
Eric Burton

View on SEC IAPD