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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
5005 Lbj Freeway, Suite 1313, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Covenant Multi-Family Offices, Llc | San Antonio | TX | 05/2012 | 09/2021 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2021 | Present |
Name: Sanctuary 2021 LLC, Investment-Related: No Address: 5005 LBJ Freeway, Suite 1313, Dallas, TX Nature: holding company Position/Title: member Start: 9/10/21 Hours/Month: 1 Hours during Market Hours: 1 Duties: managing tax returns and other paperwork
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-22 |
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