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Patrick Keyes Marlatt

Captrust

Pittsburgh, PA

Morgantown, WV

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2021-04-12
PA RA APPROVED 2021-02-12
NC RA APPROVED 2015-04-15
  • WV RA
    APPROVED
    Since 2021-04-12
  • PA RA
    APPROVED
    Since 2021-02-12
  • NC RA
    APPROVED
    Since 2015-04-15

Branch Locations

437 Grant Street, Suite 450, Pittsburgh, PA 15219 • United States

170 Lakeview Drive, Morgantown, WV 26508 • 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 12/2011 Present
Capfinancial Securities Llc Raleigh NC 12/2011 Present
  • 12/2011 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 12/2011 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
  • 2012-04-30 → 2015-04-22
    Capfinancial Securities, Llc.
    Raleigh, NC
    Raleigh, NC
    Morgantown, WV
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-10-12
S65 Uniform Investment Adviser Law Examination 2012-04-27
  • S63 Uniform Securities Agent State Law Examination
    2012-10-12
  • S65 Uniform Investment Adviser Law Examination
    2012-04-27
Other Names
  • Patrick Marlatt
  • Patrick Keyes Maraltt

View on SEC IAPD

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Other Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA
LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
WESBANCO SECURITIES, INC. · PITTSBURGH, PA

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