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Michelle Caroline Miller

Captrust

Alpharetta, GA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-11-08
  • GA RA
    APPROVED
    Since 2023-11-08

Branch Locations

2500 Northwinds Pkwy #250, Alpharetta, GA 30009 • 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
Capfinancial Partners Llc (Captrust) Raleigh NC 03/2019 Present
Fiduciaryvest Atlanta GA 12/2015 03/2019
  • 03/2019 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 12/2015 → 03/2019
    Fiduciaryvest
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-21
  • S65 Uniform Investment Adviser Law Examination
    2023-09-21
Other Names
  • Michelle Caroline Aiken

View on SEC IAPD

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Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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