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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-01-25 |
| TX | RA | APPROVED | 2021-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Sacramento | CA | 03/2003 | 01/2021 |
| Genovese Burford & Brothers Wealth & Retirement Plan Mgmt, Llc | Sacramento | CA | 03/2003 | 01/2021 |
| Captrust | Raleigh | NC | 01/2021 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 01/2021 | Present |
1. JAMES B MCCLATCHY FOUNDATION, POSITION: Board Member & Chairman NATURE: Non-Profit Charitable Foundation INVESTMENT RELATED: No, NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/11/2013, ADDRESS: 1900 Point West Way, Suite 261, Sacramento CA 95815, DESCRIPTION: Shall preside at all meetings of the Board. The Chair shall be a member of all Board Committees, except the Audit Committee and shall have the general powers and duties of management usually vested in the office of Chair of the Board of the corporation and shall have such other powers and duties as may be prescribed by the Board. 2. Woodcreek Homeowners Association; not investment related; 1097 Daniel Dr, Roseville, CA; HOA Board; Start date: 1/1/24; 4 hours per month, 0 during trading; Serve as Treasurer of the HOA 3: Name: Plumas Pines Cabin LLC, Address: 401 Sequoia Circle, Blairsden, Graeagle CA 96103, Not Investment Related, Nature: hold real estate property for personal use and occasional rental, Position/Title: Managing Member, Start: 10/06/2025, Hours/Month: 2, Hours during Market Hours: 0, Duties: manage property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-22 |
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