Inactive

Attila Thomas Toth

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Current Employers

Captrust

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2022-03-25

NJ RA
APPROVED

Since 2022-03-25

Branch Locations

15 Independence Boulevard Suite 410, Warren, NJ 07059 • 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

Organization	City	State	From	To
Portfolio Evaluations, Inc.	Morristown	NJ	09/1992	01/2022
Capfinancial Partners, Llc (Captrust)	Raleigh	NC	01/2022	Present

09/1992 → 01/2022

Portfolio Evaluations, Inc.

Morristown, NJ
01/2022 → Present

Capfinancial Partners, Llc (Captrust)

Raleigh, NC

Previous Registrations

2004-10-15 → 2022-08-30

Portfolio Evaluations, Inc.
2004-10-15 → 2004-12-31

Portfolio Evaluations, Inc.

Morristown, NJ

Other Names

Attila T Toth

View on SEC IAPD

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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

FIRST PRINCIPLES INVESTMENT MANAGER LLC

Other Investors

RICHARD FRIAGLIA

DENNIS JAMES QUINN

HARRY MC ENNIS HARRIS

Kaden William Pickering

MICHAEL VESUVIO

JEFFREY PAUL DURR

Other Offices

MML INVESTORS SERVICES, LLC · Warren, NJ

UBS FINANCIAL SERVICES INC. · Warren, NJ

SACKS & ASSOCIATES, LLC · WARREN, NJ

MORGAN STANLEY · Warren, NJ

CAPITAL ENHANCEMENT, LLC · WARREN, NJ

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WARREN, NJ

MML INVESTORS SERVICES, LLC · Warren, NJ

MML INVESTORS SERVICES, LLC · Warren, NJ

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