Best Investors Account Sign in

Ryan Wesley Heath

Captrust

Raleigh, NC

Claim This Profile
Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-06-02
  • NC RA
    APPROVED
    Since 2025-06-02

Branch Locations

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • 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 Securities Llc Raleigh NC 07/2022 Present
Capfinancial Partners Llc (Captrust) Raleigh NC 07/2022 Present
Unc Wilmington Wilmington NC 06/2020 05/2022
Nc State University Raleigh NC 08/2015 05/2020
Scuba Clean Pools Winston-Salem NC 05/2022 07/2022
Cox Curbs Wilmington NC 05/2022 07/2022
  • 07/2022 → Present
    Capfinancial Securities Llc
    Raleigh, NC
  • 07/2022 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 06/2020 → 05/2022
    Unc Wilmington
    Wilmington, NC
  • 08/2015 → 05/2020
    Nc State University
    Raleigh, NC
  • 05/2022 → 07/2022
    Scuba Clean Pools
    Winston-Salem, NC
  • 05/2022 → 07/2022
    Cox Curbs
    Wilmington, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-02
  • S66 Uniform Combined State Law Examination
    2025-06-02

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

More in Raleigh, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor