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DANIEL ALLEN SUMMERLIN
DANNY SUMMERLIN
CRD#: 4606372
IA
Investment Adviser
B
Broker
CAPTRUSTCRD#: 175112 4208 SIX FORKS RD
SUITE 1700
RALEIGH, NC 27609
CAPFINANCIAL SECURITIES, LLC.CRD#: 126291 4208 SIX FORKS ROAD #1700
RALEIGH, NC 27609
Registration History
200420062008201020122014201620182020202220242026IACAPTRUST (CRD# 175112)2015 - Present (9 years)BCAPFINANCIAL SECURITIES, LLC. (CRD# 126291)2006 - Present (18 years)IACAPTRUST FINANCIAL ADVISORS OR... (CRD# 126291)2006 - 2015 (8 years)IAFRANKLIN STREET ADVISORS INC. (CRD# 106275)2003 - 2006 (3 years)
License(s)

State Registrations

B
Florida 3/9/2007

IA
Texas 9/4/2018

B
Maine 5/23/2016

B
Vermont 3/29/2016

B
North Carolina 2/6/2007

B
Virginia 1/7/2020

IA
North Carolina 4/15/2015

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CAPTRUST (CRD#:175112)
4208 SIX FORKS RD SUITE 1700, RALEIGH, NC 27609
Registered with this firm since 4/15/2015

B
CAPFINANCIAL SECURITIES, LLC. (CRD#:126291)
4208 SIX FORKS ROAD #1700, RALEIGH, NC 27609
Registered with this firm since 12/12/2006

Previous Registration(s)
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IA
06/27/2006 - 04/22/2015 CAPTRUST FINANCIAL ADVISORS OR "CAPTRUST" (CRD#:126291) RALEIGH, NC
IA
02/17/2003 - 06/26/2006 FRANKLIN STREET ADVISORS INC. (CRD#:106275) CHAPEL HILL, NC
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.