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Vinh Hoang Nguyen

Captrust

Bellevue, WA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-12-07
  • WA RA
    APPROVED
    Since 2023-12-07

Branch Locations

10811 Main Street, Bellevue, WA 98004 • 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
Bellevue College Bellevue WA 09/2014 03/2017
Bartell Drugs Newcastle WA 12/2015 11/2016
Jpmorgan Chase Bank, N.A. Renton WA 01/2017 10/2019
J.P. Morgan Securities Llc Renton WA 09/2019 08/2020
Jpmorgan Chase Bank, N.A. Renton WA 10/2019 08/2020
Caliber Home Loans Kirkland WA 08/2020 11/2021
Oppenheimer & Co. Inc. Bellevue WA 11/2021 05/2022
Private Client Services Bellevue WA 05/2022 11/2023
Trutina Financial, Llc Bellevue WA 05/2022 11/2023
Capfinancial Partners Llc (Captrust) Raleigh NC 11/2023 Present
Capfinancial Securities Llc Raleigh NC 11/2023 Present
  • 09/2014 → 03/2017
    Bellevue College
    Bellevue, WA
  • 12/2015 → 11/2016
    Bartell Drugs
    Newcastle, WA
  • 01/2017 → 10/2019
    Jpmorgan Chase Bank, N.A.
    Renton, WA
  • 09/2019 → 08/2020
    J.P. Morgan Securities Llc
    Renton, WA
  • 10/2019 → 08/2020
    Jpmorgan Chase Bank, N.A.
    Renton, WA
  • 08/2020 → 11/2021
    Caliber Home Loans
    Kirkland, WA
  • 11/2021 → 05/2022
    Oppenheimer & Co. Inc.
    Bellevue, WA
  • 05/2022 → 11/2023
    Private Client Services
    Bellevue, WA
  • 05/2022 → 11/2023
    Trutina Financial, Llc
    Bellevue, WA
  • 11/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 11/2023 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
  • 2023-03-27 → 2024-03-28
    Trutina Financial
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-25
S63 Uniform Securities Agent State Law Examination 2019-11-15
  • S65 Uniform Investment Adviser Law Examination
    2023-03-25
  • S63 Uniform Securities Agent State Law Examination
    2019-11-15

View on SEC IAPD

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Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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