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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-05-22 |
Branch Locations
1640 Corporate Woods Circle, Uniontown, OH 44685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 05/2019 | Present |
| Cornerstone Capital Advisors | Uniontown | OH | 10/2007 | 05/2019 |
Name: St. Paul Home and School Assoc. Investment-Related: No. Address: 241 S Main St, North Canton OH 44720 Nature: school Position/Title: Treasurer Start: 09/01/2021 Hours/Month: 10 Hours during Market Hours: 0 Duties: maintain budget, general bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-21 |
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