Taria Dawn Agbelusi

CRD 2555792 · Captrust · Camarillo, CA

IA RegisteredBroker

Also appears in the source record as: Taria Dawn Agbelusi Mrs.; Taria Agbelusi; Taria Jones; Taria Dawn Valdez

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 65Series 63Series 66SIESeries 6Series 7
Registered states (1): California
Years in the industry (source record): 32
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 (17)

From the source registration record · current first

CaptrustCurrent
Camarillo, CA · IA capacity

Jan 22, 2025 → present
Capfinancial Securities, LLC.Current
Camarillo, CA · BD capacity

Jan 22, 2025 → present
Captrust
IA capacity

Dec 7, 2015 → Jun 22, 2023
Capfinancial Securities, LLC.
BD capacity

Jul 10, 2015 → Jun 22, 2023
Pensionmark Financial Group, LLC
IA capacity

Jun 10, 2015 → Dec 31, 2016
Independent Financial Partners
IA capacity

Oct 28, 2014 → May 27, 2015
Lpl Financial LLC
BD capacity

Dec 11, 2013 → May 21, 2015
Financial Telesis Inc
BD capacity

Jan 11, 2011 → Mar 8, 2011
Fidelity Brokerage Services LLC
BD capacity

Jan 1, 2008 → Feb 12, 2009
Fidelity Investments Institutional Services Company, Inc.
BD capacity

Dec 7, 2004 → Jan 1, 2008
Strategic Advisers, Inc.
IA capacity

Mar 13, 2001 → Dec 8, 2004
Fidelity Brokerage Services LLC
BD capacity

Nov 2, 2000 → Dec 8, 2004
Interlink Securities Corp.
BD capacity

Feb 28, 2000 → Oct 23, 2000
Miller & Schroeder Financial, Inc.
BD capacity

Apr 1, 1999 → Jun 17, 1999
Linsco/Private Ledger Corp.
BD capacity

Oct 9, 1997 → May 12, 1999
Ids Life Insurance Company
BD capacity

Dec 2, 1994 → Oct 17, 1997
American Express Financial Advisors Inc.
BD capacity

Dec 2, 1994 → Oct 17, 1997

Source & corrections

Where this page comes from

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