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Aaron Joseph Daines

Captrust

Uniontown, OH

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-02-18
  • OH RA
    APPROVED
    Since 2025-02-18

Branch Locations

1640 Corporate Woods Circle, Uniontown, OH 44685 • 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 01/2025 Present
Spire Outsourcing Lubbock TX 10/2023 12/2024
Arch City Tax Services Llc Columbus OH 01/2024 04/2024
Brigham Young University - Idaho Rexburg ID 04/2023 12/2023
Amplified Planning Richardson TX 06/2023 07/2023
Brigham Young University - Idaho Rexburg ID 09/2022 12/2022
Grit Marketing Orem UT 04/2021 08/2021
Grit Marketing Orem UT 04/2022 08/2022
Stonecreek Landscaping Rexburg ID 05/2024 11/2024
Brigham Young University - Idaho Rexburg ID 01/2021 04/2021
Amazon Hillsboro OR 10/2020 12/2020
The Church Of Jesus Christ Of Latter-Day Saints Berlin 10/2018 09/2020
Brigham Young University - Idaho Rexburg ID 10/2020 12/2024
Aloha High School Aloha OR 09/2014 06/2018
Conestoga Recreation And Aquatic Center Beaverton OR 10/2017 06/2018
Grow Construction Tigard OR 07/2018 09/2018
Grow Construction Tigard OR 06/2017 08/2017
  • 01/2025 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 10/2023 → 12/2024
    Spire Outsourcing
    Lubbock, TX
  • 01/2024 → 04/2024
    Arch City Tax Services Llc
    Columbus, OH
  • 04/2023 → 12/2023
    Brigham Young University - Idaho
    Rexburg, ID
  • 06/2023 → 07/2023
    Amplified Planning
    Richardson, TX
  • 09/2022 → 12/2022
    Brigham Young University - Idaho
    Rexburg, ID
  • 04/2021 → 08/2021
    Grit Marketing
    Orem, UT
  • 04/2022 → 08/2022
    Grit Marketing
    Orem, UT
  • 05/2024 → 11/2024
    Stonecreek Landscaping
    Rexburg, ID
  • 01/2021 → 04/2021
    Brigham Young University - Idaho
    Rexburg, ID
  • 10/2020 → 12/2020
    Amazon
    Hillsboro, OR
  • 10/2018 → 09/2020
    The Church Of Jesus Christ Of Latter-Day Saints
    Berlin
  • 10/2020 → 12/2024
    Brigham Young University - Idaho
    Rexburg, ID
  • 09/2014 → 06/2018
    Aloha High School
    Aloha, OR
  • 10/2017 → 06/2018
    Conestoga Recreation And Aquatic Center
    Beaverton, OR
  • 07/2018 → 09/2018
    Grow Construction
    Tigard, OR
  • 06/2017 → 08/2017
    Grow Construction
    Tigard, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-02
  • S65 Uniform Investment Adviser Law Examination
    2024-02-02
Other Names
  • A-A-Ron Daines
  • Aj Daines
  • Aaron Daines

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ANDREWS WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

Mario C Giganti
Nathan J Bopp
Daniel Ray Harsh
Ian Thomas Dillard
Stewart Michael Schmidt
Mark William Fearigo
Mark A Muntean
Amanda Kaye Lyons

Other Offices

J.P. MORGAN SECURITIES LLC · Uniontown, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Uniontown, OH
ANDREWS WEALTH MANAGEMENT, LLC · UNIONTOWN, OH
MML INVESTORS SERVICES, LLC · Green, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Uniontown, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Uniontown, OH
LPL ENTERPRISE, LLC · UNIONTOWN, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Green, OH

More in Uniontown, OH

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