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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-15 |
| VA | RA | APPROVED | 2017-09-27 |
Branch Locations
925 Main Street, Suite 200, Lynchburg, VA 24504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| #Ia Davidson, Garrard, Inc. | Lynchburg | VA | 08/1996 | 12/2017 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 07/2017 | Present |
Name: First Presbyterian Church of Lynchburg, VA Address: 1215 VES Road, Lynchburg, VA 24503 Not Investment Related Nature: Religious Institution Position/Title: Member Board of Directors, Treasurer Start: 09/01/2023 Hours/Month: 5 Hours during Market Hours: 1 Duties: serve of the Finance Committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-08 |
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