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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 | 2018-09-04 |
| NC | RA | APPROVED | 2015-04-22 |
Branch Locations
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
4201 Congress St. Ste 160, Charlotte, NC 28209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 10/2009 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 10/2009 | Present |
1) Name: Covenant Day School Investment-Related: No. Address: 800 Fullwood Lane Matthews, NC 28105 Nature: Private Christian School K-12 Position/Title: Board of Trustees, Treasurer Start: 8/01/2015 Hours/Month: 8 Hours during Market Hours: 0 Duties: Strategic planning and oversight of school working with headmaster and staff; working with finance committee and business manager to compose budget and monitor budget throughout the year 2) Name: Oystercatcher 32, LLC. Investment-Related: No. Address: Private residence Nature: holds a rental beach property Position/Title: Owner Start: 01/03/2011 Hours/Month: 0 Hours during Market Hours: 0 Duties: Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-24 |
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