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Morgan Dowling Merline

Captrust

Greenville, SC

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-11-16
  • SC RA
    APPROVED
    Since 2024-11-16

Branch Locations

1116 South Main Street, Greenville, SC 29601 • 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 02/2024 Present
Foster Victor Wealth Advisors Greenville SC 10/2022 01/2024
Ferguson Plc Greenville SC 07/2017 10/2022
Clemson University Clemson SC 08/2013 06/2017
  • 02/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 10/2022 → 01/2024
    Foster Victor Wealth Advisors
    Greenville, SC
  • 07/2017 → 10/2022
    Ferguson Plc
    Greenville, SC
  • 08/2013 → 06/2017
    Clemson University
    Clemson, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-15
  • S65 Uniform Investment Adviser Law Examination
    2024-11-15

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT · GREENVILLE, SC

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