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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-11 |
Branch Locations
4010 W. Boy Scout Blvd. Suite 725, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Baldwin | NY | 09/2014 | 05/2018 |
| Jpmorgan Chase Bank | Baldwin | NY | 09/2014 | 05/2018 |
| Fisher Investments | Tampa | FL | 06/2018 | 10/2025 |
| Suncoast Equity Management, Llc | Tampa | FL | 11/2025 | 01/2026 |
| Home By Sanders Realty | Trinity | FL | 10/2025 | 01/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2026 | Present |
Name: Tom Reynolds Address: private residence Not Investment Related Nature: Real Estate License Position/Title: Self Start: 10/17/2025 Hours/Month: 0 Hours during Market Hours: 0 Duties: maintaining real restate license, not actively using
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-15 |
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