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Robert Franklin Folkes

Captrust

New York, NY

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-26
  • NY RA
    APPROVED
    Since 2021-02-26

Branch Locations

40 Wall Street 56Th Floor, New York, NY 10005 • 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
Hardy Plumbing And Heating South Hampton NY 06/2016 09/2016
Fredonia Campus Ticket Office Fredonia NY 01/2014 06/2017
Cammack Larhette Brokerate, Inc. New York NY 11/2017 02/2021
The Vineyards Aquebogue NY 06/2017 11/2017
Capfinancial Partners Llc (Captrust) Raliegh NC 02/2021 Present
Capfinancial Securities Llc Raleigh NC 05/2021 Present
  • 06/2016 → 09/2016
    Hardy Plumbing And Heating
    South Hampton, NY
  • 01/2014 → 06/2017
    Fredonia Campus Ticket Office
    Fredonia, NY
  • 11/2017 → 02/2021
    Cammack Larhette Brokerate, Inc.
    New York, NY
  • 06/2017 → 11/2017
    The Vineyards
    Aquebogue, NY
  • 02/2021 → Present
    Capfinancial Partners Llc (Captrust)
    Raliegh, NC
  • 05/2021 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
  • 2019-12-05 → 2021-05-18
    Cammack Retirement Group
    New York, NY
    Wellesley, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-21
S63 Uniform Securities Agent State Law Examination 2019-03-28
  • S65 Uniform Investment Adviser Law Examination
    2019-11-21
  • S63 Uniform Securities Agent State Law Examination
    2019-03-28

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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