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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-10 |
| MI | RA | APPROVED | 2015-04-09 |
Branch Locations
8031 Ortonville Road 8031 M-15, Clarkston, MI 48348 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 07/2014 | Present |
Sashabaw Creek Preserve; Investment-Related: No; Private Residence; HOA ; Board member ; Start;01112023 ; Hours/Month: 4; Hours during Market Hours:0 ; HOA Board work
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-23 |
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