Lori Ann Sidrony

CRD 2360830 · Captrust · Fort Worth, TX

IA RegisteredBroker

Also appears in the source record as: Lori Ann Chiricotti; Lori A Sidrony

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 63Series 24Series 99TOSIESeries 7
Registered states (1): Texas
Years in the industry (source record): 33
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Captrust
Firm CRD: 175112
SEC number: 801-62193
Assets under management: $1.2T as of May 27, 2026
Website: www.linkedin.com/COMPANY/CAPTRUST ↗
Phone: 919-870-6822
Firm location: Raleigh, NC, 27609

Employment history (14)

From the source registration record · current first

Capfinancial Securities, LLC.Current
Fort Worth, TX · BD capacity

Feb 27, 2024 → present
CaptrustCurrent
Fort Worth, TX · IA capacity

Feb 27, 2024 → present
First Command Advisory Services
IA capacity

Dec 15, 2015 → Aug 16, 2023
First Command Brokerage Services, Inc.
BD capacity

Jan 7, 2008 → Aug 16, 2023
First Command Financial Planning, Inc.
IA capacity

Jan 7, 2008 → Dec 15, 2015
1st Global Advisors Inc
IA capacity

Jun 17, 2003 → Nov 21, 2007
1st Global Capital Corp.
BD capacity

Jun 5, 2003 → Nov 21, 2007
Hfg Advisors, L.L.C.
IA capacity

May 25, 2001 → Jun 5, 2003
Mml Investors Services, Inc.
BD capacity

May 25, 2001 → May 20, 2003
Mml Investors Services, Inc.
IA capacity

May 25, 2001 → May 20, 2003
The Lincoln National Life Insurance Company
BD capacity

Jul 31, 1996 → May 24, 2001
Lincoln Financial Advisors Corporation
BD capacity

Jul 31, 1996 → May 24, 2001
Quest Capital Strategies, Inc.
BD capacity

Mar 6, 1996 → Aug 6, 1996
A. G. Edwards & Sons, Inc.
BD capacity

Jul 30, 1993 → May 27, 1994

Source & corrections

Where this page comes from

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