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Inactive

Samuel Trumps

Captrust

Newton, 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 2025-04-23
  • MA RA
    APPROVED
    Since 2025-04-23

Branch Locations

2227 Washington Street, Newton, MA 02462 • 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
Invesco New York NY 10/2018 06/2022
Bloomberg Lp New York NY 07/2015 10/2018
Capfinancial Partners Llc (Captrust) Raleigh NC 03/2025 Present
Girdley Enterprises Llc Brooklyn NY 06/2022 07/2023
Scalepath Llc Brooklyn NY 07/2023 08/2024
Unemployed Boston MA 08/2024 03/2025
  • 10/2018 → 06/2022
    Invesco
    New York, NY
  • 07/2015 → 10/2018
    Bloomberg Lp
    New York, NY
  • 03/2025 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 06/2022 → 07/2023
    Girdley Enterprises Llc
    Brooklyn, NY
  • 07/2023 → 08/2024
    Scalepath Llc
    Brooklyn, NY
  • 08/2024 → 03/2025
    Unemployed
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-06
  • S66 Uniform Combined State Law Examination
    2025-03-06

View on SEC IAPD

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FOCUS PARTNERS WEALTH, LLC · Newton, MA
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AKMAZO CAPITAL MANAGEMENT CO., LLC · NEWTON, MA
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