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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-05-06 |
Branch Locations
3100 Village Point Ste 200, Chesterton, IN 46304 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeside Wealth Management Group | Chesterton | IN | 01/2012 | 05/2020 |
| Capfinancial Securities Llc | Raleigh | NC | 05/2020 | Present |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2020 | Present |
Name: Town of Burns Harbor Plan Commission, Investment-Related: No, Address: 1240 N. Boo Road, Burns Harbor, IN 46304, Nature: planning commission, Position/Title: Member, Town Planning Commission, Start: 02/14/22, Hours/Month: 3, Hours during Market Hours: 0, Duties: review building codes, make recommendations to town council
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-25 |
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