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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Captrust Advisors, Llc | Tampa | FL | 07/2004 | 12/2017 |
| Wells Fargo Advisors Financial Network Llc | Tampa | FL | 05/2009 | 06/2017 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2017 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 05/2017 | Present |
Root Company: Investment-Related: No: 275 Clyde Morris Blvd, Ormond Beach, FL: Rabbi Trusts : Trustee : Start: 8.1.2023: Hours/Month: 2: Hours during Market Hours: 0: Duties: Paid trustee for multiple employee trusts.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-08-29 |
| S65 | Uniform Investment Adviser Law Examination | 2002-04-08 |
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