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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-02-22 |
| TX | RA | APPROVED | 2020-12-15 |
Branch Locations
2375 East Camelback Rd Suite 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mra Associates | Phoenix | AZ | 10/2011 | 11/2020 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 11/2020 | Present |
Name: Kitchell; Investment-Related: No; Address: Nature: Commercial Construction; Position/Title: Outside Board Member; Start: 12/15/2024; Hours/Month: 1; Hours during Market Hours: 1; Duties: Attend board meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-29 |
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