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Karen K. Salvatore

Captrust

Lone Tree, CO

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2020-11-25
  • CO RA
    APPROVED
    Since 2020-11-25

Branch Locations

9892 Rosemont Ave. Suite 100, Lone Tree, CO 80124 • 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
Shine Investment Advisory Services, Inc. Lone Tree CO 01/2006 11/2020
Capfinancial Partners, Llc. (Captrust) Raleigh NC 11/2020 Present
  • 01/2006 → 11/2020
    Shine Investment Advisory Services, Inc.
    Lone Tree, CO
  • 11/2020 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2009-11-13 → 2020-12-31
    Shine Wealth Partners
    Lone Tree, CO
Designations
Other Names
  • Karen Margaret Knipling

View on SEC IAPD

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