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Dylan Michael Tarpey

Captrust

Houston, TX

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-10
  • TX RA
    APPROVED
    Since 2025-01-10

Branch Locations

7904 N. Sam Houston Pkwy W., Suite 310, Houston, TX 77064 • 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
The Vanguard Group, Inc. Scottsdale AZ 07/2017 08/2019
Baylor University Waco TX 08/2013 05/2017
Wealth Covenant Group Llc Houston TX 07/2020 12/2024
Wealth Covenant Group Llc Houston TX 09/2019 07/2020
Capfinancial Partners Llc (Captrust) Raleigh NC 12/2024 Present
  • 07/2017 → 08/2019
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2013 → 05/2017
    Baylor University
    Waco, TX
  • 07/2020 → 12/2024
    Wealth Covenant Group Llc
    Houston, TX
  • 09/2019 → 07/2020
    Wealth Covenant Group Llc
    Houston, TX
  • 12/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2020-08-04 → 2025-03-20
    Wealth Covenant Group Llc
    Houston, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-08-23
  • S63 Uniform Securities Agent State Law Examination
    2017-08-23
Designations
Other Names
  • Dylan Tarpey

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
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