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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Tampa | FL | 01/2004 | 06/2017 |
| Captrust Advisors, Llc | Tampa | FL | 12/2003 | 12/2017 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2017 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 05/2017 | Present |
Name: Foundation Church, Investment-Related: No., Address: 13153 North Dale Mabry Hwy, Suite 130 Tampa, Florida 33618, Nature: church, Position/Title: Pastor, Start: 09/15/2015, Hours/Month: 6, Hours during Market Hours: 0, Duties: perform ceremonies for the church
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-16 |
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