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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-05 |
Branch Locations
5605 Carnegie Boulevard - Suite 400, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carolinas Wealth Consulting Llc | Charlotte | NC | 05/2019 | 10/2025 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 01/2025 | Present |
| Capfinancial Securities, Llc. | Raleigh | NC | 10/2025 | Present |
| Carolinas Investment Consulting Llc | Charlotte | NC | 07/2000 | 10/2025 |
1) RIVENDALE FARM LLC, NOT INVESTMENT-RELATED, 2543 NORTH ROCKY RIVER ROAD, LANCASTER, SOUTH CAROLINA 2972; EQUESTRIAN FACILITY; MANAGING MEMBER; 5/2003; 0 HOURS/ MONTH DURING SECURITIES TRADING HOURS AND 40 HOURS/MONTH RUNNING THE FARM; OWNER, MANAGER, ACCOUNTING 2) Phillip J Kelsey Trust B; non-investment related; Lancaster, SC; Trustee; Trustee - Family Trust; 2021; 5 hours/month; 0 hours/month during trading hours; Trustee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-27 |
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