Best Investors Account Sign in
Inactive

Timothy John Gray

Captrust

Boston, MA

Claim This Profile
Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-12-10
TX RA APPROVED 2024-11-21
  • MA RA
    APPROVED
    Since 2024-12-10
  • TX RA
    APPROVED
    Since 2024-11-21

Branch Locations

255 State Street 6Th Floor, Boston, MA 02109 • 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
Boston Financial Management Llc Boston MA 07/2015 11/2024
Capfinancial Partners Llc (Captrust) Raleigh NC 11/2024 Present
  • 07/2015 → 11/2024
    Boston Financial Management Llc
    Boston, MA
  • 11/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2019-09-23 → 2025-02-18
    Boston Financial Management Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-07
  • S65 Uniform Investment Adviser Law Examination
    2019-09-07
Designations

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor