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9121 Anson Way Suite 200, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-15 |
Branch Locations
420 Park Street Suite 100, Belmont, NC 28012 • United States
9121 Anson Way Suite 200, Raleigh, NC 27615 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bfm Capital | Gastonia | NC | 10/2004 | Present |
| Prospera Financial Services | Dallas | TX | 01/2016 | Present |
BFM CAPITAL, LLC; I NVESTMENT-RELATED - YES INVOLVING REAL ESTATE; 1209 EAST GARRISON BLVD., GASTONIA, NC; MEMBER OF THE LLC; 10/2004; 2 HOURS PER MONTH; 0 DURING TRADING HOURS; BUILDING OWNER. HV3 FOUNDATION; INVESTMENT RELATED - NO; 160 CONE CIRCLE, SOUTHERN PINES, NC 28387; BOARD MEMEBER; 03/2021; 1 HOUR PER MONTH; 0 DURING TRADING HOURS; BOARD MEMENER VOLUNTEER FOR NON-PROFIT. INSURANCE AGENT; INVESTMENT RELATED - NO; 420 PARK ST., SUITE 100, BELMONT, NC 28012; INSURANCE AGENT THROUGH PINNACLE; 01/2016; 4 HOURS PER MONTH; 4 DURING TRADING HOURS; INSURANCE RELATED BUISNESS. ADVISORTRUST PARTNERS, LLC; INVESTMENT RELATED - YES; 8601 SIX FORKS ROAD, SUITE 400, RALEIGH, NORTH CAROLINA 27615; FINANCIAL ADVISOR; REGISTERED INVESTMENT ADVISER; 08/2025; 120 HOURS PER MONTH; 120 DURING TRADING HOURS; PROVIDING INVESTMENT ADVISORY SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-28 |
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