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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-05 |
| AL | RA | APPROVED | 2020-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Welch Hornsby & Welch, Inc. | Montgomery | AL | 08/2008 | 02/2020 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 02/2020 | Present |
1) Name: A.G. Gaston Boys And Girls Club, Inc., Address: 4821 Avenue W, Birmingham, AL 35208, Not Investment Related, Nature: Foundation/Charitable Institution, Position/Title: Member, Board of Directors, Start: 03/03/2003, Hours/Month: 5, Hours during Market Hours: 5, Duties: volunteer 2) Name: The YMCA of Greater Birmingham, Address: 2401 20th Place South, Birmingham, AL 35223, Not Investment Related, Nature: Foundation/Charitable Institution, Position/Title: Member, Board of Directors, Start: 08/01/2001, Hours/Month: 5, Hours during Market Hours: 5, Duties: volunteer 3) Name: The Horizons School, Inc., Address: 2018 15th Avenue South, Birmingham, AL 35205, Not Investment Related, Nature: 501c3, Position/Title: Member, Board of Directors, Start: 04/01/2004, Hours/Month: 5, Hours during Market Hours: 5, Duties: volunteer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-05 |
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