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Inactive

Laurie Lynn Novak

Captrust

Boston, MA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-12-24
  • MA RA
    APPROVED
    Since 2024-12-24

Branch Locations

255 State Street 6Th Floor, Boston, MA 02109 • 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
Congress Wealth Management, Llc Boston MA 03/2011 01/2020
Boston Financial Management Llc Boston MA 01/2020 11/2024
Capfinancial Partners Llc (Captrust) Raleigh NC 11/2024 Present
  • 03/2011 → 01/2020
    Congress Wealth Management, Llc
    Boston, MA
  • 01/2020 → 11/2024
    Boston Financial Management Llc
    Boston, MA
  • 11/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2020-02-07 → 2025-02-18
    Boston Financial Management Llc
    Boston, MA
  • 2015-03-16 → 2020-01-13
    Congress Wealth Management Llc
    Boston, MA
  • 2010-09-08 → 2011-03-30
    Shepherd Kaplan Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-07
  • S65 Uniform Investment Adviser Law Examination
    2010-09-07
Designations
Other Names
  • Laurie Lynn Landry

View on SEC IAPD

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CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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