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Inactive

Meagan E Abbey

Captrust

Brentwood, TN

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-03-10
  • TN RA
    APPROVED
    Since 2026-03-10

Branch Locations

5314 Maryland Way Suite 300, Brentwood, TN 37027 • 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
Salem Partners Wealth Management Llc Los Angeles CA 08/2019 02/2025
Ucla Los Angeles CA 09/2015 08/2019
Salem Partners, Llc Los Angeles CA 08/2019 02/2025
Capfinancial Partners, Llc. (Captrust) Raleigh NC 03/2026 Present
Citibrokers Real Estate, Inc. San Francisco CA 02/2025 02/2026
  • 08/2019 → 02/2025
    Salem Partners Wealth Management Llc
    Los Angeles, CA
  • 09/2015 → 08/2019
    Ucla
    Los Angeles, CA
  • 08/2019 → 02/2025
    Salem Partners, Llc
    Los Angeles, CA
  • 03/2026 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 02/2025 → 02/2026
    Citibrokers Real Estate, Inc.
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-06-24
S65 Uniform Investment Adviser Law Examination 2023-01-14
  • S63 Uniform Securities Agent State Law Examination
    2023-06-24
  • S65 Uniform Investment Adviser Law Examination
    2023-01-14

View on SEC IAPD

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TRANQUILITY PARTNERS, LLC
EDWARD JONES
SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK
RELEVANCE CAPITAL MANAGEMENT, LLC

Other Investors

BARRY KIRK MCCALL
BENJAMIN THOMAS BASS
STERLING AUSTIN COLEY
STEVE TU-RAN ALVERSON
AARON ALAN ZAUNER
David M Dorsett
BENTLEY YEISER LONDON
BILLY RAY CALDWELL

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRENTWOOD, TN
CALDWELL ADVISORS, LLC · BRENTWOOD, TN
TRANQUILITY PARTNERS, LLC · BRENTWOOD, TN
EDWARD JONES · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · Brentwood, TN
TRUIST ADVISORY SERVICES, INC. · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · BRENTWOOD, TN
GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK · BRENTWOOD, TN

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