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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-08 |
Branch Locations
1001 Mckinney St., Suite 1730, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insperity, Inc. (Formerly Administaff) | Houston | TX | 03/2002 | 01/2023 |
| Mv Securities Group, Inc. | Houston | TX | 04/2003 | 10/2021 |
| Monroe Vos Consulting, Inc. | Houston | TX | 01/2006 | 01/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-28 |
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