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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bronfman E.L. Rothschild Lp | Minneapolis | MN | 05/2013 | 10/2016 |
| Bronfman E.L. Rothschild Capital, Llc | Minneapolis | MN | 05/2016 | 10/2016 |
| Windsor Financial Group Llc | Minneapolis | MN | 10/2016 | 09/2017 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 02/2017 | Present |
FPA of Minnesota; Investment-Related: No; 3900 Main St NE, Minneapolis MN; Business Association; Director of Pro Bono work and Volunteer Coordinator; Start; 1/1/23 ; Hours/Month: 5; Hours during Market Hours: 3; Duties: lead committee, review intake requests from public and help match them to other volunteers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-09 |
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