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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-12-22 |
| TX | RA | APPROVED | 2022-12-22 |
Branch Locations
5314 Maryland Way, Ste. 300, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustcore | Brentwood | TN | 03/2012 | 12/2020 |
| Trustcore Financial Services Llc | Brentwood | TN | 03/2012 | 12/2022 |
| Capfinancial Securities Llc | Raleigh | NC | 12/2022 | Present |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2022 | Present |
1) Mercy Community Health, 1113 Murfreesboro Rd, # 319, Franklin, TN 37064, Advisory Board Member, Community Service, no income earned, since 06/16/2016. This clinic provides healthcare to insured, uninsured and Medicare patients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-28 |
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