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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-12 |
Branch Locations
9375 E Shea Blvd Suite 100, Scottsdale,, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empowerment Financial Group Llc | Scottsdale | AZ | 04/2009 | 12/2020 |
| Empowerment Financial Group Llc | Scottsdale | AZ | 12/2017 | 12/2020 |
| Zions Corporate Trust | Boise | ID | 10/2020 | 05/2021 |
| Solutions First Financial Group | Scottsdale | AZ | 06/2021 | 11/2021 |
| Ae Wealth Management, Llc | Scottsdale | AZ | 07/2021 | 11/2021 |
| Empowerment Financial Group | Scottsdale | AZ | 11/2021 | 03/2022 |
| Alpha Cubed Investments, Llc | Scottsdale | AZ | 01/2022 | 01/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-07 |
| S66 | Uniform Combined State Law Examination | 2001-09-24 |
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