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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-11 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Eggerss Capital Management | San Antonio | TX | 02/2014 | 12/2019 |
| Covenant Multifamily Offices, Llc | San Antonio | TX | 05/2019 | 09/2021 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2021 | Present |
Name: Hill Country Pregnancy Care Center Address: 439 Fabra St, Boerne, TX 78006 Not Investment Related Nature: Health Center Position/Title: Member, Board of Directors Start: 07/01/2023 Hours/Month: 2 Hours during Market Hours: 0 Duties: Volunteer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-24 |
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