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Inactive

Lucas E. Roberson

Balentine

Raleigh, NC

Atlanta, GA

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Current Employers
Balentine

3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-15
  • NC RA
    APPROVED
    Since 2026-03-15

Branch Locations

301 Hillsborough Street Suite 920, Raleigh, NC 27603 • United States

3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • 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
Whitener Capital Management, Inc. Rocky Mount NC 04/2022 09/2022
K&J Enterprises Durham NC 02/2019 12/2021
Liberty Flames Sports Network Lynchburg VA 12/2017 12/2018
Liberty University Event Production Lynchburg VA 08/2016 12/2017
Whitener Capital Management, Inc. Rocky Mount NC 01/2022 04/2022
Fisher Investments Plano TX 10/2022 12/2024
Capfinancial Partners, Llc. (Captrust) Raleigh NC 12/2024 11/2025
Balentine, Llc Atlanta GA 11/2025 Present
  • 04/2022 → 09/2022
    Whitener Capital Management, Inc.
    Rocky Mount, NC
  • 02/2019 → 12/2021
    K&J Enterprises
    Durham, NC
  • 12/2017 → 12/2018
    Liberty Flames Sports Network
    Lynchburg, VA
  • 08/2016 → 12/2017
    Liberty University Event Production
    Lynchburg, VA
  • 01/2022 → 04/2022
    Whitener Capital Management, Inc.
    Rocky Mount, NC
  • 10/2022 → 12/2024
    Fisher Investments
    Plano, TX
  • 12/2024 → 11/2025
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 11/2025 → Present
    Balentine, Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-18
  • S65 Uniform Investment Adviser Law Examination
    2022-04-18
Other Names
  • Luke Evan Roberson
  • Luke Roberson

View on SEC IAPD

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Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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