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Gregory Scott Parker

Captrust

The Woodlands, TX

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-18
  • TX RA
    APPROVED
    Since 2024-01-18

Branch Locations

9709 Lakeside Blvd, Ste. 450, The Woodlands, TX 77381 • 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
Janus Distributors Llc Denver CO 09/2007 05/2017
Janus Management Holdings Corp Denver CO 09/2007 05/2017
Engrave Wealth Partners, Llc The Woodlands TX 06/2017 01/2024
Purshe Kaplan Sterling Investments Albany NY 08/2018 01/2019
Capfinancial Partners Llc (Captrust) Raleigh NC 01/2024 Present
  • 09/2007 → 05/2017
    Janus Distributors Llc
    Denver, CO
  • 09/2007 → 05/2017
    Janus Management Holdings Corp
    Denver, CO
  • 06/2017 → 01/2024
    Engrave Wealth Partners, Llc
    The Woodlands, TX
  • 08/2018 → 01/2019
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2017-09-18 → 2024-03-26
    Engrave Wealth Partners, Llc
    The Woodlands, TX
  • 2003-03-07 → 2007-05-08
    Allianz Global Investors Managed Accounts Llc
    Stamford, CT
Other Businesses

1.Heritage Springs Farm & Ranch, LLC. private residence; Not investment related. Huntsville, TX. Family Ranch. Co-Owner. 12/2009. 1 hour/month. Not during trading hours. Monthly management of bookkeeping and annual reports. 2. Member of Heritage Springs Capital, LLC; Private residence; not investment related; Real Estate; Started 8/26/2022; 0 hours per month. 3. Member of Heritage Springs Hospitality, LLC, Heritage Springs Land, LLC, Heritage Springs Oil & Gas, LLC, Heritage Springs Properties, LLC, Heritage Springs Wellness, LLC, Heritage Woodlands, LLC; Private residence; not investment related; Holding Companies for private investments; Started 2021; 0 hours per month. 4. Heritage Springs Investments, LLC; Private residence; not investment related; Holding Company for private investment; Started 6/21/2022; 0 hours per month. 5. Heritage Springs Strategies, LLC; Private residence; not investment related; Holding Company for private investment; Started 11/2023; 0 hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-18
S63 Uniform Securities Agent State Law Examination 1993-04-27
  • S65 Uniform Investment Adviser Law Examination
    2017-09-18
  • S63 Uniform Securities Agent State Law Examination
    1993-04-27
Other Names
  • Greg Parker
  • Gregory Scott Parker
  • Gregory Parker

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