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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-04 |
| NC | RA | APPROVED | 2015-04-15 |
Branch Locations
4201 Congress St. Ste 160, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 10/2009 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 10/2009 | Present |
1. Name: George Kroustalis, Investment-Related: No., Address: private residence, Nature: author of "Secrets to Becoming a Financial Badass", Position/Title: Author, Start: 03/01/2018, Hours/Month: 5, Hours during Market Hours: 0 Duties: author. 2. Name: Kroustalis Investments LLC. Investment-Related: No Address: private residence Nature: Holding Company Position/Title: Managing Member Start: 1-15-21 Hours/Month: 1 Hours during Market Hours:0 Duties: Holding company for rental properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-31 |
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