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Ian Thomas Dillard

Captrust

Uniontown, OH

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-09-23
  • OH RA
    APPROVED
    Since 2024-09-23

Branch Locations

1640 Corporate Woods Circle, Uniontown, OH 44685 • 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
Valmark Financial Group Akron OH 05/2018 08/2024
Aramark Food Services University Heights OH 09/2017 04/2018
Subway Restaurants Green OH 06/2016 03/2017
Student University Heights OH 08/2015 05/2019
The O'NEill Co. Tustin CA 10/2021 08/2024
Capfinancial Partners Llc (Captrust) Raleigh NC 08/2024 Present
Capfinancial Securities Llc Raleigh NC 08/2024 Present
  • 05/2018 → 08/2024
    Valmark Financial Group
    Akron, OH
  • 09/2017 → 04/2018
    Aramark Food Services
    University Heights, OH
  • 06/2016 → 03/2017
    Subway Restaurants
    Green, OH
  • 08/2015 → 05/2019
    Student
    University Heights, OH
  • 10/2021 → 08/2024
    The O'NEill Co.
    Tustin, CA
  • 08/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 08/2024 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-15
  • S66 Uniform Combined State Law Examination
    2020-12-15
Designations

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ANDREWS WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

Mario C Giganti
Nathan J Bopp
Daniel Ray Harsh
Stewart Michael Schmidt
Aaron Joseph Daines
Mark William Fearigo
Mark A Muntean
Amanda Kaye Lyons

Other Offices

J.P. MORGAN SECURITIES LLC · Uniontown, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Uniontown, OH
ANDREWS WEALTH MANAGEMENT, LLC · UNIONTOWN, OH
MML INVESTORS SERVICES, LLC · Green, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Uniontown, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Uniontown, OH
LPL ENTERPRISE, LLC · UNIONTOWN, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Green, OH

More in Uniontown, OH

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