Carter David Mansbach

Current Employers

Atcap Partners, Llc

1445 Research Boulevard #530, Rockville, MD 20850 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-11-08

FL RA
APPROVED

Since 2022-11-08

Branch Locations

Jupiter, FL • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Investacorp Inc	Miami	FL	11/2011	03/2017
Investacorp Advisory Services	Miami	FL	02/2016	03/2017
National Securities Corp	Jupiter	FL	02/2017	07/2022
National Asset Management	Jupiter	FL	03/2017	07/2022
Ceros Financial Services, Inc.	Jupiter	FL	07/2022	Present
Atcap Partners, Llc	Jupiter	FL	07/2022	Present

11/2011 → 03/2017

Investacorp Inc

Miami, FL
02/2016 → 03/2017

Investacorp Advisory Services

Miami, FL
02/2017 → 07/2022

National Securities Corp

Jupiter, FL
03/2017 → 07/2022

National Asset Management

Jupiter, FL
07/2022 → Present

Ceros Financial Services, Inc.

Jupiter, FL
07/2022 → Present

Atcap Partners, Llc

Jupiter, FL

Previous Registrations

2017-03-23 → 2022-07-21

B. Riley Wealth Advisors, Inc.

Jupiter, FL

Jupiter, FL

New York, NY
2016-03-15 → 2017-03-09

Investacorp Advisory Services Inc

Jupiter, FL

Other Businesses

JUPITER WEALTH STRATAGIES PRESIDENT START 2/2011 ZERO HRS PER MONTH CORP FOR TAX PURPOSES ONLY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-02-13
S63	Uniform Securities Agent State Law Examination	1993-10-11

S65 Uniform Investment Adviser Law Examination

2016-02-13
S63 Uniform Securities Agent State Law Examination

1993-10-11

View on SEC IAPD