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Nathan W Benedix

Captrust

Raleigh, NC

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-02-12
  • NC RA
    APPROVED
    Since 2026-02-12

Branch Locations

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • 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
Ameriprise Financial Services, Inc Orlando FL 03/2019 08/2019
Chairvolotti Financial Winter Park FL 02/2017 03/2019
Plancheckr Oveido FL 03/2017 12/2018
Expert Billing & More Daytona Beach FL 04/2013 06/2017
Spirit Halloween Daytona Beach FL 08/2013 11/2016
Newport Group Securities, Inc Lake Mary FL 12/2020 07/2021
Newport Group, Inc. Lake Mary FL 08/2019 07/2021
Fidelity Investments Durham NC 07/2021 07/2022
University Of Central Florida Orlando FL 01/2016 12/2018
Conrad Santiago & Associates Financial Planning Anaylst FL 03/2019 08/2019
Lpl Financial Llc Raleigh NC 07/2022 01/2026
Capfinancial Partners, Llc. (Captrust) Raleigh NC 01/2026 Present
  • 03/2019 → 08/2019
    Ameriprise Financial Services, Inc
    Orlando, FL
  • 02/2017 → 03/2019
    Chairvolotti Financial
    Winter Park, FL
  • 03/2017 → 12/2018
    Plancheckr
    Oveido, FL
  • 04/2013 → 06/2017
    Expert Billing & More
    Daytona Beach, FL
  • 08/2013 → 11/2016
    Spirit Halloween
    Daytona Beach, FL
  • 12/2020 → 07/2021
    Newport Group Securities, Inc
    Lake Mary, FL
  • 08/2019 → 07/2021
    Newport Group, Inc.
    Lake Mary, FL
  • 07/2021 → 07/2022
    Fidelity Investments
    Durham, NC
  • 01/2016 → 12/2018
    University Of Central Florida
    Orlando, FL
  • 03/2019 → 08/2019
    Conrad Santiago & Associates
    Financial Planning Anaylst, FL
  • 07/2022 → 01/2026
    Lpl Financial Llc
    Raleigh, NC
  • 01/2026 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2022-07-29 → 2026-01-12
    Lpl Financial Llc
    Raleigh, NC
  • 2022-01-12 → 2022-07-18
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-23
  • S66 Uniform Combined State Law Examination
    2021-12-23
Other Names
  • Nathan William Benedix
  • Nathan W Benedix
  • Nathan Benedix

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.
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OLDE RALEIGH FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

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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