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Kyle James Pitman

Captrust

Phoenix, AZ

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-02-22
  • AZ RA
    APPROVED
    Since 2021-02-22

Branch Locations

2375 East Camelback Rd Suite 700, Phoenix, AZ 85016 • 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
Goldman Sachs Salt Lake City UT 07/2017 07/2018
Hamilton College Clinton NY 08/2015 05/2017
Hamilton College - New York Clinton NY 08/2013 05/2017
Mra Associates Phoenix AZ 08/2018 11/2020
Unemployed Phoenix AZ 05/2017 07/2017
Capfinancial Partners, Llc. (Captrust) Raleigh NC 11/2020 Present
  • 07/2017 → 07/2018
    Goldman Sachs
    Salt Lake City, UT
  • 08/2015 → 05/2017
    Hamilton College
    Clinton, NY
  • 08/2013 → 05/2017
    Hamilton College - New York
    Clinton, NY
  • 08/2018 → 11/2020
    Mra Associates
    Phoenix, AZ
  • 05/2017 → 07/2017
    Unemployed
    Phoenix, AZ
  • 11/2020 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2019-01-16 → 2021-03-29
    Mra Associates
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-29
S63 Uniform Securities Agent State Law Examination 2017-09-24
  • S65 Uniform Investment Adviser Law Examination
    2018-12-29
  • S63 Uniform Securities Agent State Law Examination
    2017-09-24
Other Names
  • Kyle Pitman

View on SEC IAPD

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Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

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