Marcus Paul Borel

Current Employers

Captrust

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-10-04
VA	RA	APPROVED	2018-01-12

TX RA
APPROVED

Since 2021-10-04
VA RA
APPROVED

Since 2018-01-12

Branch Locations

925 Main Street, Suite 200, Lynchburg, VA 24504 • 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
Davidson & Garrard, Inc.	Lynchburg	VA	10/2014	12/2017
Capfinancial Partners Llc (Captrust)	Raleigh	NC	07/2017	Present

10/2014 → 12/2017

Davidson & Garrard, Inc.

Lynchburg, VA
07/2017 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC

Previous Registrations

2014-10-20 → 2017-12-31

Davidson & Garrard Inc

Lynchburg, VA

Other Businesses

Westminster Canterbury of Lynchburg; not investment related; 501 V.E.S. Road, Lynchburg, VA; Board member; Start: 2/16/2023; Hours/Month:1.5 ; Hours during Market Hours:1.5 ; Duties: board meetings & activities

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-10-20

S65 Uniform Investment Adviser Law Examination

2014-10-20

Designations

View on SEC IAPD

Current Employers

Captrust

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews