Devin Poulsen Gillies

Current Employers

Captrust

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2022-04-20

UT RA
APPROVED

Since 2022-04-20

Branch Locations

13961 S. Minuteman Drive Suite 300, Salt Lake City, UT 84020 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Safe Home Security (Safeguard America)	Cromwell	CT	05/2016	09/2016
Fidelity Brokerage Services Llc	Sunnyvale	CA	10/2016	11/2021
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	11/2021
Capfinancial Partners, Llc (Captrust)	Raleigh	NC	02/2022	Present
Capfinancial Securities Llc	Raleigh	NC	02/2022	Present

05/2016 → 09/2016

Safe Home Security (Safeguard America)

Cromwell, CT
10/2016 → 11/2021

Fidelity Brokerage Services Llc

Sunnyvale, CA
07/2018 → 11/2021

Fidelity Personal And Workplace Advisors

Boston, MA
02/2022 → Present

Capfinancial Partners, Llc (Captrust)

Raleigh, NC
02/2022 → Present

Capfinancial Securities Llc

Raleigh, NC

Previous Registrations

2018-07-13 → 2021-12-13

Fidelity Personal And Workplace Advisors

Boston, MA
2018-01-10 → 2018-07-13

Strategic Advisers Llc

Sunnyvale, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-07-03

S66 Uniform Combined State Law Examination

2017-07-03