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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-12-21 |
| TX | RA | APPROVED | 2022-12-21 |
Branch Locations
5314 Maryland Way, Ste. 300, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustcore Investments, Inc. | Brentwood | TN | 02/1998 | 12/2020 |
| Trustcore Financial Service, Llc | Franklin | TN | 02/1998 | 12/2022 |
| Capfinancial Securities Llc | Raleigh | NC | 12/2022 | Present |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2022 | Present |
1. Trustcore Holdings, LLC, An Investor In Maryland Way Partners, LLC, Which Owns A Commercial Office Building 5314 Maryland Way, Suite 300, Brentwood TN 37027, Not Investment related; Shareholder; started November 2012; 1 hour per month during market hours; owner decisions on property. 2. Rental Properties; not investment related; Landlord, Address: Private Residence, rental properties in TX as an investment properties, Started 08/2018, 2 hours per month during normal market hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-24 |
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