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Hanna R Haison

Captrust

Uniontown, OH

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-01-24
  • OH RA
    APPROVED
    Since 2025-01-24

Branch Locations

1640 Corporate Woods Circle, Uniontown, OH 44685 • 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
Fifth Third Bank Columbus OH 10/2015 12/2024
Fifth Third Securities Columbus OH 01/2019 12/2024
Capfinancial Partners Llc (Captrust) Raleigh NC 01/2025 Present
Capfinancial Securities Llc Raleigh NC 01/2025 Present
  • 10/2015 → 12/2024
    Fifth Third Bank
    Columbus, OH
  • 01/2019 → 12/2024
    Fifth Third Securities
    Columbus, OH
  • 01/2025 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 01/2025 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
  • 2019-07-19 → 2024-12-23
    Fifth Third Securities, Inc.
    Columbus, OH
    Reynoldsburg, OH
    Columbus, OH
    Columbus, OH
    North Charleston, SC
    Charleston, SC
    Mount Pleasant, SC
    Charleston, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-28
S63 Uniform Securities Agent State Law Examination 2019-06-11
  • S65 Uniform Investment Adviser Law Examination
    2019-10-28
  • S63 Uniform Securities Agent State Law Examination
    2019-06-11
Other Names
  • Hanna R Dodson

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ANDREWS WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

Mario C Giganti
Nathan J Bopp
Daniel Ray Harsh
Ian Thomas Dillard
Stewart Michael Schmidt
Aaron Joseph Daines
Mark William Fearigo
Mark A Muntean

Other Offices

J.P. MORGAN SECURITIES LLC · Uniontown, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Uniontown, OH
ANDREWS WEALTH MANAGEMENT, LLC · UNIONTOWN, OH
MML INVESTORS SERVICES, LLC · Green, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Uniontown, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Uniontown, OH
LPL ENTERPRISE, LLC · UNIONTOWN, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Green, OH

More in Uniontown, OH

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