Eric Wilson Bailey

Current Employers

Employment History

• 08/1998 → 12/2017
  Captrust Advisors, Llc
  Tampa, FL
• 05/2009 → 08/2017
  Wells Fargo Advisors Financial Network Llc
  Richmond, VA
• 05/2017 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 05/2017 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2007-04-12 → 2017-12-31
  Captrust Advisors, Llc
  Tampa, FL
• 2002-06-15 → 2017-08-07
  Wells Fargo Advisors Financial Network, Llc
  Hollywood, FL
  Tampa, FL
  Tampa, FL
• 1998-08-07 → 2002-06-20
  Captrust Financial Advisors, Llc
  Tampa, FL

Other Businesses

1. Name: Self, Investment-Related: No., Address: private residence, Nature: Rental property, Position/Title: Owner, Start: 2001, Hours/Month: 4, Hours during Market Hours: 0, Duties: Landlord 2. Name: Hillsborough Community College Foundation, Investment-Related: No., Address: 39 Columbia Drive Tampa, FL 33606, Nature: secure and steward philanthropic support to enhance Hillsborough Community College and the success of its students, Position/Title: Member, Board of Directors, Start: 06/01/2018, Hours/Month: 1, Hours during Market Hours: 1, Duties: contribute to the growth of the college through strategic planning and overall governance 3. Name: Eric Bailey, Investment-Related: No., Address: private residence, Nature: charter boat rental income, Position/Title: owner, Start: 01/31/2022, Hours/Month: 0, Hours during Market Hours: 0, Duties: charter boat income 4. Bailey Family Park City LLC, Not investment related, Private Residence, start date: 10/31/23, 1 hour per month, 0 during trading, Manage rental property

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-10-07
• S65 Uniform Investment Adviser Law Examination
  1993-10-07

Other Names

• Eric W Bailey