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Lindsay Ann Abrahams

Captrust

Lake Success, NY

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-01-17
  • NY RA
    APPROVED
    Since 2024-01-17

Branch Locations

3 Dakota Drive Suite 310, Lake Success, NY 11042 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oceanside NY 07/2021 01/2024
Sacred Heart Church Merrick NY 11/2014 12/2017
Changing The Present New York NY 05/2018 06/2018
Villanova University Villanova PA 07/2018 05/2021
Morgan Stanley New York NY 06/2019 08/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Merrick NY 06/2020 08/2020
Villanova University Villanova PA 08/2017 05/2021
Bellmore-Merrick Central High School District Merrick NY 05/2011 09/2017
Bank Of America, N.A. Oceanside NY 11/2021 01/2024
Capfinancial Partners Llc (Captrust) Raleigh NC 01/2024 Present
Capfinancial Securities, Llc Raleigh NC 01/2024 Present
  • 07/2021 → 01/2024
    Oceanside, NY
  • 11/2014 → 12/2017
    Sacred Heart Church
    Merrick, NY
  • 05/2018 → 06/2018
    Changing The Present
    New York, NY
  • 07/2018 → 05/2021
    Villanova University
    Villanova, PA
  • 06/2019 → 08/2019
    Morgan Stanley
    New York, NY
  • 06/2020 → 08/2020
    Merrick, NY
  • 08/2017 → 05/2021
    Villanova University
    Villanova, PA
  • 05/2011 → 09/2017
    Bellmore-Merrick Central High School District
    Merrick, NY
  • 11/2021 → 01/2024
    Bank Of America, N.A.
    Oceanside, NY
  • 01/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 01/2024 → Present
    Capfinancial Securities, Llc
    Raleigh, NC
Previous Registrations
Other Businesses

Peace & Balanced Living LLC, Not Investment related, Address of business: Merrick, New York, 11566, For profit or not for profit: Entity For Profit, Nature of business: ["Limited Liability Company"], Employee, Start date of relationship: 4/27/2022, Number of hours devoted: 10 hour(s) Weekly, Number of hours devoted during trading hours: 0, Duties: , Fitness and Sales Associate- Work front desk and assist in studio management. Will help members prepare and check into class and purchase retail and class packages while maintaining the upkeep of the studio

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-09
  • S66 Uniform Combined State Law Examination
    2021-11-09

View on SEC IAPD

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