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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Captrust Advisors, Llc | Tampa | FL | 05/2007 | 12/2017 |
| Wells Fargo Advisors Financial Network Llc | Tampa | FL | 05/2009 | 06/2017 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2017 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 05/2017 | Present |
1) Name: Robert Piccirilli, Investment-Related: No., Address: Private Residence, Nature: Rental Income, Position/Title: Owner/Landlord, Start: 7/2010, Hours/Month: minimal (1), Hours during Market Hours: 0, Duties: Landlord, Property Manager 2) Kallah LLC; Investment-Related: No; Private Residence; Retreats ; bookkeeper ; Start; January 1, 2022; Hours/Month:8 ; Hours during Market Hours: 0; Duties: Budgeting and accounting assistance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-08 |
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