Timothy Charles Irvin

CRD 5753110 · Captrust · New York, NY

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (2): New York · Pennsylvania
Years in the industry (source record): 16
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 (9)

From the source registration record · current first

Capfinancial Securities, LLC.Current
New York, NY · BD capacity

May 25, 2021 → present
CaptrustCurrent
New York, NY · IA capacity

Feb 26, 2021 → present
Cammack Larhette Brokerage, Inc.
BD capacity

Nov 10, 2014 → Jul 7, 2021
Cammack Retirement Group
IA capacity

Nov 10, 2014 → May 18, 2021
Lpl Financial LLC
BD capacity

Sep 12, 2014 → Oct 29, 2014
Global Retirement Partners LLC
IA capacity

Sep 23, 2014 → Oct 27, 2014
Financial Telesis, Inc.
IA capacity

Apr 4, 2013 → Oct 24, 2014
Financial Telesis Inc
BD capacity

Apr 4, 2013 → Sep 12, 2014
Mml Investors Services, LLC
BD capacity

Aug 24, 2010 → Mar 22, 2013

Source & corrections

Where this page comes from

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