Whitney Janet Fuller

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2024-11-07

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Capfinancial Partners Llc (Captrust)	Raleigh	NC	07/2023	Present
Bergankdv	Urbandale	IA	01/2021	07/2023
Deloitte	Des Moines	IA	10/2019	01/2021
N/A	West Des Moines	IA	05/2019	10/2019
Tippie College Of Business - Undergraduate Program Office	Iowa City	IA	01/2016	05/2019

07/2023 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC
01/2021 → 07/2023

Bergankdv

Urbandale, IA
10/2019 → 01/2021

Deloitte

Des Moines, IA
05/2019 → 10/2019

N/A

West Des Moines, IA
01/2016 → 05/2019

Tippie College Of Business - Undergraduate Program Office

Iowa City, IA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-11-07