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Claudine Marsh

Captrust

Tampa, FL

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-29
  • FL RA
    APPROVED
    Since 2025-08-29

Branch Locations

400 N. Tampa Street Suite 1800, Tampa, FL 33602 • 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 07/2025 Present
Athanassie Capital Partners Tampa FL 01/2024 07/2025
Provise Management Group (Kestra) Tampa FL 11/2019 01/2024
Oliver & Fox, P.A. Tampa FL 04/2011 11/2019
  • 07/2025 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 01/2024 → 07/2025
    Athanassie Capital Partners
    Tampa, FL
  • 11/2019 → 01/2024
    Provise Management Group (Kestra)
    Tampa, FL
  • 04/2011 → 11/2019
    Oliver & Fox, P.A.
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-19
  • S65 Uniform Investment Adviser Law Examination
    2025-07-19
Other Names
  • Claudine Michel

View on SEC IAPD

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