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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-05-31 |
| TX | RA | APPROVED | 2019-05-31 |
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 |
|---|---|---|---|---|
| Cornerstone Capital Advisors | Uniontown | OH | 09/1992 | 05/2019 |
| Capfinancial Partners, Llc | Raleigh | NC | 05/2019 | Present |
Name: VAMM Properties, LLC Investment-Related: No. Address: private residence Nature: Rental Property Position/Title: Owner/Partner Start: 08/15/2014 Hours/Month: 4 Hours during Market Hours: 4 Duties: Manage rental property Name: MWF Consulting Investment-Related: No. Address: private residence Nature: Personal Tax Preparation Position/Title: Sole Proprietor Start: 02/01/2017 Hours/Month: 1 Hours during Market Hours: 0 Duties: Complete tax returns for family and friends (excludes clients)
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