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400 West North St. Suite 112, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-14 |
Branch Locations
400 West North St. Suite 112, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Captrust | Raleigh | NC | 10/2005 | 05/2019 |
| Capfinancial Securities, Llc | Raleigh | NC | 10/2005 | 05/2019 |
| Curi Wealth Management, Llc | Raleigh | NC | 06/2019 | 01/2024 |
| Curi Rmb Capital Llc | Raleigh | NC | 01/2024 | 05/2024 |
| Eqv Advisory, Llc | Raleigh | NC | 09/2025 | Present |
| Unemployed | Raleigh | NC | 05/2024 | 09/2025 |
1, William Peace University, Not investment-related, 15 Peace Street, Raleigh, NC 27604, Nature: Accredited University, Position: Member, Board of Trustees and Member, Business Operations Committee, Start date-7/1/22, 6 hours per month, 3 hours during securities trading hours. Duties: The Board of Trustees govern the University's strategic initiatives and policies which are carried out by the Senior Leadership Team. Volunteer work-No compensation. 2. Magma Capital Management, LLC, Investment related, Financial Services, 233 S. Wacker Drive, Suite 4400, Chicago, IL 60606, Position: Business Advisor (not an IAR), Start Date: May 2023, Time (time during business hours): 4-8 hours/month during business hours, Duties; Advise on business matters; including connecting firm with strategic partners, review growth initiatives. 3. Virginia Beach Friends School, Not investment-related, 1537 Laskin Road, Virginia Beach, VA 23451, Nature: College Preparatory Day School, Position: Board Member, Start date-12/2/23, 3 hours per month, 1 hours during securities trading hours. Duties: The Board governs strategic initiatives and policies which are carried out by the Senior Leadership Team. Volunteer work-No compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-04-05 |
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