Financial advisor
Brett Hoge
Now at CAPTRUST · Hoge-Barrett Group · Winston-Salem, NC
Registered as BRETT WIDNEY HOGE
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Hoge-Barrett Group | Truist Wealth | CAPTRUST | Breakaway | October 14, 2026 | $3.0B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CAPTRUST | Investment adviser | October 9, 2026 | Current |
| CAPFINANCIAL SECURITIES, LLC. | Broker-dealer | October 9, 2026 | Current |
| TRUIST ADVISORY SERVICES, INC. | Investment adviser | February 17, 2021 | October 14, 2026 |
| TRUIST INVESTMENT SERVICES, INC. | Broker-dealer | February 17, 2021 | October 14, 2026 |
| BB&T SECURITIES, LLC | Investment adviser | January 2, 2013 | February 17, 2021 |
| BB&T SECURITIES, LLC | Broker-dealer | January 2, 2013 | February 17, 2021 |
| SCOTT & STRINGFELLOW, LLC | Investment adviser | December 12, 2008 | January 2, 2013 |
| SCOTT & STRINGFELLOW, LLC | Broker-dealer | December 12, 2008 | January 2, 2013 |
| WACHOVIA SECURITIES, LLC | Investment adviser | June 11, 2002 | December 15, 2008 |
| WACHOVIA SECURITIES, LLC | Broker-dealer | June 11, 2002 | December 15, 2008 |
| INDEPENDENT ADVISERS GROUP CORP | Investment adviser | December 31, 2001 | July 12, 2002 |
| JEFFERSON PILOT SECURITIES CORPORATION | Broker-dealer | July 28, 1999 | May 24, 2002 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.