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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-12-15 |
Branch Locations
1907 Wayzata Blvd. #200, Wayzata, MN 55391 • United States
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dougherty Wealth Advisers Llc | Minneapolis | MN | 01/2006 | 08/2018 |
| Mra Associates | Phoenix | AZ | 08/2018 | 11/2020 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 11/2020 | Present |
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