James Evan Cumalander

CRD 5930018 · Captrust · Wilmington, NC

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 (3): North Carolina · Virginia · Washington
Years in the industry (source record): 13
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 (8)

From the source registration record · current first

CaptrustCurrent
Wilmington, NC · IA capacity

Nov 15, 2022 → present
Capfinancial Securities, LLC.Current
Wenatchee, WA · BD capacity

Nov 15, 2022 → present
Hightower Securities, LLC
BD capacity

Oct 28, 2016 → Oct 28, 2022
Hightower Advisors, LLC
IA capacity

Oct 28, 2016 → Oct 28, 2022
Irongate Partners, Inc.
IA capacity

Jul 28, 2014 → Mar 21, 2017
Capital Investment Group, Inc.
BD capacity

Jul 8, 2014 → Oct 28, 2016
Edward Jones
IA capacity

Sep 17, 2013 → Jul 1, 2014
Edward Jones
BD capacity

Aug 12, 2013 → Jul 1, 2014

Source & corrections

Where this page comes from

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