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Joshua Torrey Hohlfelder

Captrust

Boston, MA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-01-25
  • MA RA
    APPROVED
    Since 2022-01-25

Branch Locations

One Liberty Square 13Th Floor, Boston, MA 02109 • 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
Corrigan Financial Inc. Middletown RI 09/2014 08/2019
Rinet Company, Llc Boston MA 09/2019 12/2021
Capfinancial Partners, Llc (Captrust) Raleigh NC 12/2021 Present
  • 09/2014 → 08/2019
    Corrigan Financial Inc.
    Middletown, RI
  • 09/2019 → 12/2021
    Rinet Company, Llc
    Boston, MA
  • 12/2021 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2019-09-12 → 2022-03-28
    Rinet Company, Llc
    Boston, MA
  • 2017-01-31 → 2021-08-25
    Corrigan Financial Inc
    Middletown, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-31
  • S65 Uniform Investment Adviser Law Examination
    2017-01-31
Designations

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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