Aaron Lee Wilcox

Current Employers

Captrust

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

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2026-01-08

NV RA
APPROVED

Since 2026-01-08

Branch Locations

Logandale, NV • United States

9139 West Russell Road, Las Vegas, NV 89148 • 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

Organization	City	State	From	To
Capfinancial Partners, Llc. (Captrust)	Raleigh	NC	12/2025	01/2026
Rubinbrown, Llp	Las Vegas	NV	10/2018	11/2025
Leavitt Group	Cedar City	UT	04/2017	10/2018
Stewart Archibald & Barney, Llp	Las Vegas	NV	11/2015	04/2017
Capfinancial Partners, Llc. (Captrust)	Raleigh	NC	01/2026	Present

12/2025 → 01/2026

Capfinancial Partners, Llc. (Captrust)

Raleigh, NC
10/2018 → 11/2025

Rubinbrown, Llp

Las Vegas, NV
04/2017 → 10/2018

Leavitt Group

Cedar City, UT
11/2015 → 04/2017

Stewart Archibald & Barney, Llp

Las Vegas, NV
01/2026 → Present

Capfinancial Partners, Llc. (Captrust)

Raleigh, NC

Other Businesses

Name: BuildWise Business Solutions & CPA Address: private residence Not Investment Related Nature: Bookkeeping and Business Consulting Position/Title: Managing Member Start: 09/15/2025 Hours/Month: 15 Hours during Market Hours: 0 Duties: financial statement review

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-19

S65 Uniform Investment Adviser Law Examination

2025-12-19