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Jeffrey Thomas Loehwing

Captrust

Allentown, PA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-04-09
  • PA RA
    APPROVED
    Since 2015-04-09

Branch Locations

600 Hamilton Street Suite 900, Allentown, PA 18101 • 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 04/2015 Present
Capfinancial Securities Llc Raleigh NC 10/2010 05/2024
  • 04/2015 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 10/2010 → 05/2024
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
  • 2010-11-05 → 2015-04-09
    Capfinancial Securities, Llc.
    Doylestown, PA
    Raleigh, NC
  • 2009-07-01 → 2009-10-29
    Walnut Street Securities, Inc.
    Red Bank, NJ
  • 2008-01-14 → 2009-05-28
    Kestra Investment Services, Llc
    Austin, TX
    Princetown, NJ
  • 2007-04-18 → 2007-10-15
    Mfp Strategies
    Bethlehem, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-19
S63 Uniform Securities Agent State Law Examination 1994-02-22
  • S66 Uniform Combined State Law Examination
    2006-06-19
  • S63 Uniform Securities Agent State Law Examination
    1994-02-22

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · ALLENTOWN, PA
SECTOR ANALYSTS LLC · ALLENTOWN, PA
LOMBARD ADVISERS INCORPORATED · Allentown, PA
WELLS FARGO CLEARING SERVICES, LLC · TREXLERTOWN, PA
J.P. MORGAN SECURITIES LLC · Trexlertown, PA
ERICKSON FINANCIAL GROUP, LLC · ALLENTOWN, PA
CETERA INVESTMENT ADVISERS LLC · ALLENTOWN, PA
AMERIPRISE FINANCIAL SERVICES, LLC · WESCOSVILLE, PA

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