Best Investors Account Sign in
Inactive

Arleth Yvonne Baird

Captrust

The Woodlands, TX

Claim This Profile
Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-18
  • TX RA
    APPROVED
    Since 2024-01-18

Branch Locations

9709 Lakeside Blvd, Ste. 450, The Woodlands, TX 77381 • 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
Engrave Wealth Partners, Llc The Woodlands TX 01/2023 01/2024
Hp Drywall, Llc Huntsville TX 01/2020 05/2022
Sam Houston State University Huntsville TX 08/2017 12/2022
Engrave Wealth Partners, Llc The Woodlands TX 05/2022 12/2022
Walgreens Huntsville TX 09/2016 07/2017
Capfinancial Partners Llc (Captrust) Raleigh NC 01/2024 Present
  • 01/2023 → 01/2024
    Engrave Wealth Partners, Llc
    The Woodlands, TX
  • 01/2020 → 05/2022
    Hp Drywall, Llc
    Huntsville, TX
  • 08/2017 → 12/2022
    Sam Houston State University
    Huntsville, TX
  • 05/2022 → 12/2022
    Engrave Wealth Partners, Llc
    The Woodlands, TX
  • 09/2016 → 07/2017
    Walgreens
    Huntsville, TX
  • 01/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2023-07-24 → 2024-03-26
    Engrave Wealth Partners, Llc
    The Woodlands, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-24
  • S65 Uniform Investment Adviser Law Examination
    2023-07-24
Other Names
  • Arleth Yvonne Herrera

View on SEC IAPD

Other Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROSSBY FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor