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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-03 |
| FL | RA | APPROVED | 2026-03-02 |
Branch Locations
431 N. 4Th Street, Highlands, NC 28741 • United States
1633 Periwinkle Way Suite C, Sanibel, FL 33957 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanibel Captiva Trust Company | Sanibel | FL | 10/2013 | 12/2021 |
| Unemployed | Sanibel | FL | 12/2021 | 05/2022 |
| Suncoast Equity Management | Tampa | FL | 05/2022 | 01/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-12 |
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