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Deanna Raquel Bamford

Captrust

Roseville, CA

CRD 2349097

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Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

Roseville, CA • 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 Securities Llc Raleigh NC 05/2015 Present
Pensionmark Financial Group, Llc Santa Barbara CA 05/2015 12/2016
Capfinancial Partners Llc (Captrust) Raleigh NC 12/2015 Present
  • 05/2015 → Present
    Capfinancial Securities Llc
    Raleigh, NC
  • 05/2015 → 12/2016
    Pensionmark Financial Group, Llc
    Santa Barbara, CA
  • 12/2015 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-09
S63 Uniform Securities Agent State Law Examination 1993-07-23
  • S66 Uniform Combined State Law Examination
    2014-04-09
  • S63 Uniform Securities Agent State Law Examination
    1993-07-23
Other Names
  • Deanna Raquel Dissette
  • Deanna Raquel Marino

View on SEC IAPD

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