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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Tiaa | Tampa | FL | 09/2014 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Tampa | FL | 09/2014 | 11/2020 |
| Raymond James Financial Services, Inc. | Land O Lakes | FL | 05/2021 | 10/2021 |
| Legacy Private Wealth Partners | Land O Lakes | FL | 05/2021 | 10/2021 |
| Concurrent Advisors | Land O Lakes | FL | 05/2021 | 10/2021 |
| Unemployed | Land O Lakes | FL | 11/2020 | 05/2021 |
| Raymond James Financial Services Advisors, Inc. | Land O Lakes | FL | 06/2021 | 10/2021 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 10/2021 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 10/2021 | Present |
Name: Instacart Address: private residence Not Investment Related Nature: Food delivery Position/Title: 1099 Contractor/Independent Contractor Start: 05/24/2025 Hours/Month: 10 Hours during Market Hours: 0 Duties: Food delivery
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-18 |
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