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Rachel Ann Meeker

Captrust

Nashville, TN

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-05-04
CA RA APPROVED 2021-03-01
  • TN RA
    APPROVED
    Since 2022-05-04
  • CA RA
    APPROVED
    Since 2021-03-01

Branch Locations

1222 Demonbreun Street, #1235, Nashville, TN 37203 • 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
Wells Fargo Advisors Financial Network, Llc Folsom CA 03/2018 02/2021
Evolution Air, Inc Rocklin CA 02/2017 01/2018
Mallard Creek Rocklin CA 05/2016 02/2017
Capfinancial Partners Llc (Captrust) Raleigh NC 03/2021 Present
Capfinancial Securities Llc Raleigh NC 03/2021 Present
  • 03/2018 → 02/2021
    Wells Fargo Advisors Financial Network, Llc
    Folsom, CA
  • 02/2017 → 01/2018
    Evolution Air, Inc
    Rocklin, CA
  • 05/2016 → 02/2017
    Mallard Creek
    Rocklin, CA
  • 03/2021 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 03/2021 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-29
  • S66 Uniform Combined State Law Examination
    2020-06-29
Other Names
  • Rachel Meeker

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
OCEAN PARK ASSET MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
HIGHTOWER ADVISORS, LLC
SANFORD C. BERNSTEIN & CO., LLC

Other Investors

JOHN STUART PIOVARCY
Robert Michael McMahan
Thaddeus B Corbin
HEATHER BARBOUR
CRYSTAL LYNN BEASTROM
JULIE G SANDBERG
JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

More in Nashville, TN

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