Inactive

Michael Anthony Valone

Claim This Profile

Current Employers

Captrust

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2017-07-18

FL RA
APPROVED

Since 2017-07-18

Branch Locations

400 N Tampa St Suite 1800, Tampa, FL 33602 • 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

Organization	City	State	From	To
Wells Fargo Advisors Financial Network, Llc	Tampa	FL	02/2014	06/2017
Captrust Advisors, Llc	Tampa	FL	09/2016	12/2017
Capfinancial Securities Llc	Raleigh	NC	05/2017	Present
Capfinancial Partners Llc (Captrust)	Raleigh	NC	05/2017	Present

02/2014 → 06/2017

Wells Fargo Advisors Financial Network, Llc

Tampa, FL
09/2016 → 12/2017

Captrust Advisors, Llc

Tampa, FL
05/2017 → Present

Capfinancial Securities Llc

Raleigh, NC
05/2017 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC

Previous Registrations

2016-10-18 → 2017-12-31

Captrust Advisors, Llc

Tampa, FL

Designations

View on SEC IAPD

Other Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC

INDEPENDENT ADVISOR ALLIANCE, LLC

UNITED CAPITAL FINANCIAL ADVISORS

FLORIDA FINANCIAL ADVISORS, LLC

AE WEALTH MANAGEMENT, LLC

INDEPENDENT FINANCIAL PARTNERS

AMERICAN FAMILY LEGACY GROUP

Other Investors

PETER CASEY GAYLE

John Luke Robinson

JANET L CHRISTIANSEN

MATTHEW VERSAGE

Martin Adolfo Montana

Frank Cooper Finley

Jeferson Josue Velasquez

Other Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL

INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL

UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

FLORIDA FINANCIAL ADVISORS, LLC · Tampa, FL

AE WEALTH MANAGEMENT, LLC · Tampa, FL

INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL

TRUADVISORS · TAMPA, FL

AMERICAN FAMILY LEGACY GROUP · TAMPA, FL

More in Tampa, FL

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