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Boola Said Sourial

Captrust

Boston, MA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-03-11
  • MA RA
    APPROVED
    Since 2021-03-11

Branch Locations

One Liberty Square 13Th Floor, Boston, MA 02109 • 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
Massmutual Life Insurance Company Boston MA 09/2018 04/2020
Mml Investors Services, Llc Boston MA 09/2018 04/2020
Equinox Fitness Company Boston MA 10/2014 10/2018
Cammack Larhette Brokerage, Inc. Wellesley MA 06/2020 02/2021
Capfinancial Partners Llc (Captrust) Raleigh NC 02/2021 Present
Capfinancial Securities Llc Raleigh NC 05/2021 Present
  • 09/2018 → 04/2020
    Massmutual Life Insurance Company
    Boston, MA
  • 09/2018 → 04/2020
    Mml Investors Services, Llc
    Boston, MA
  • 10/2014 → 10/2018
    Equinox Fitness Company
    Boston, MA
  • 06/2020 → 02/2021
    Cammack Larhette Brokerage, Inc.
    Wellesley, MA
  • 02/2021 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 05/2021 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
  • 2020-11-09 → 2021-05-18
    Cammack Retirement Group
    Wellesley, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-28
S63 Uniform Securities Agent State Law Examination 2019-02-13
  • S65 Uniform Investment Adviser Law Examination
    2020-09-28
  • S63 Uniform Securities Agent State Law Examination
    2019-02-13

View on SEC IAPD

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Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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