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Lauren Marie Rowan

Captrust

Sacramento, CA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-02
  • CA RA
    APPROVED
    Since 2023-08-02

Branch Locations

740 University Avenue, Sacramento, CA 95825 • 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
Capfinancial Partners Llc (Captrust) Raleigh NC 08/2021 Present
Nicholas Pension Consultants Rancho Cordova CA 05/2019 08/2021
Associated Students, Inc. Of Sacramento State Sacramento CA 01/2019 05/2019
Student Sacramento/Santa Rosa CA 01/2013 01/2019
Capfinancial Securities, Llc. Raleigh NC 08/2021 03/2025
Capfinancial Securities, Llc. Raleigh NC 04/2025 Present
  • 08/2021 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 05/2019 → 08/2021
    Nicholas Pension Consultants
    Rancho Cordova, CA
  • 01/2019 → 05/2019
    Associated Students, Inc. Of Sacramento State
    Sacramento, CA
  • 01/2013 → 01/2019
    Student
    Sacramento/Santa Rosa, CA
  • 08/2021 → 03/2025
    Capfinancial Securities, Llc.
    Raleigh, NC
  • 04/2025 → Present
    Capfinancial Securities, Llc.
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-31
  • S66 Uniform Combined State Law Examination
    2025-07-31
Designations
Other Names
  • Lauren Marie Ralston
  • Lauren Ralston Rowan

View on SEC IAPD

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Other Offices

GUANILL WEALTH MANAGEMENT · SACRAMENTO, CA
ENDEAVOR FINANCIAL PLANNING · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
ROBERT W. BAIRD & CO. INCORPORATED · SACRAMENTO, CA

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