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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-02-07 |
| MD | RA | APPROVED | 2025-01-02 |
Branch Locations
330 John Carlyle Street Suite 400, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Frederick | MD | 08/2013 | 05/2021 |
| Purshe Kaplan Sterling Investments | Albany | TX | 05/2021 | 03/2024 |
| Veridian Capital Partners | Frederick | MD | 05/2021 | 03/2024 |
| Diversified Business Associates | Frederick | MD | 08/2013 | 06/2021 |
| Madison Avenue Securities | San Diego | CA | 06/2024 | 12/2024 |
| Campbell Wealth Management | Alexandria | VA | 06/2024 | 12/2024 |
| Capfinancial Parners Llc (Captrust) | Raleigh | NC | 12/2024 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 12/2024 | Present |
1) Home Rental; Knoxville, MD 21758; Not Investment Related; Landlord; Rental of Residential Townhome; Less than one hour; 11/1/2024 2) Cryptocurrency Mining Using Personal Computer; Not Investment Related; private residence; Cryptocurrency Mining Using Personal Computer To Allow Algorithm Processing For Which Compensation May Be Paid In The Form Of Bitcoin; Title - Sole Prop; Start - 2018; 1 Hr/Mth; 0 During Securities Trading Hrs; Maintenance Of Personal Computer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-29 |
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