Best Investors Account Sign in
Inactive

Timothy Richard Egan

Captrust

Chicago, IL

Claim This Profile
Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-12-17
TX RA APPROVED 2021-12-13
  • IL RA
    APPROVED
    Since 2021-12-17
  • TX RA
    APPROVED
    Since 2021-12-13

Branch Locations

71 South Wacker Drive Suite 3490, Chicago, IL 60606 • 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
J.H. Ellwood & Assoicates, Inc. Chicago IL 02/1995 10/2021
Capfinancial Partners, Llc. (Captrust) Raleigh NC 10/2021 Present
  • 02/1995 → 10/2021
    J.H. Ellwood & Assoicates, Inc.
    Chicago, IL
  • 10/2021 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2005-02-17 → 2021-11-08
    Ellwood
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-09-21
S63 Uniform Securities Agent State Law Examination 1992-06-19
  • S65 Uniform Investment Adviser Law Examination
    1993-09-21
  • S63 Uniform Securities Agent State Law Examination
    1992-06-19
Other Names
  • Timothy R Egan

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor