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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-24 |
| PA | RA | APPROVED | 2015-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 05/2011 | 05/2018 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 08/2015 | Present |
Name: 1234 Group LLC., Investment-Related: No., Address: Home Residence. Nature: Rental Income, Position/Title: Sole Member, Start: 01/03/2015, Hours/Month: 4, Hours during Market Hours: 0, Duties: check on property, fix issues as needed
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-04 |
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