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Loredana M Morosanu

Captrust

Austin, TX

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-20
  • TX RA
    APPROVED
    Since 2026-04-20

Branch Locations

115 Wild Basin Road South Suite 225, Austin, TX 78746 • 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
Schwab Retirement Plan Services, Inc. Austin TX 07/2013 04/2026
Charles Schwab & Co., Inc. Austin TX 07/2013 04/2026
Capfinancial Partners, Llc. (Captrust) Raleigh NC 04/2026 Present
  • 07/2013 → 04/2026
    Schwab Retirement Plan Services, Inc.
    Austin, TX
  • 07/2013 → 04/2026
    Charles Schwab & Co., Inc.
    Austin, TX
  • 04/2026 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-27
  • S66 Uniform Combined State Law Examination
    2018-07-27
Other Names
  • Loredana Mihaela Morosanu

View on SEC IAPD

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