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Evan Mccrae Patterson

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 2022-10-27
  • NC RA
    APPROVED
    Since 2022-10-27

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
Capfinancial Partners Llc (Captrust) Raleigh NC 06/2017 Present
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2014 05/2018
Capfinancial Securities Llc Raleigh NC 06/2017 Present
  • 06/2017 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 08/2014 → 05/2018
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 06/2017 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-27
  • S66 Uniform Combined State Law Examination
    2022-10-27

View on SEC IAPD

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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
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