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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-01-19 |
| TX | RA | APPROVED | 2021-01-19 |
Branch Locations
437 Grant Street, Suite 450, Pittsburgh, PA 15219 • United States
542 Rugh Street Suite 1000, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Wealth Advisors, Inc. | Pittsburgh | PA | 03/2009 | 01/2021 |
| Pwa Securities, Inc. | Pittsburgh | PA | 03/2009 | 12/2018 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2021 | Present |
Heasley Ventures, LP, Investment-Related: No. Address: private residence, Nature: family limited partnership, holds natural gas and oil rights for family property, Position/Title: Partner, Start: 08/01/2011, Hours/Month: 0.5 Hours during Market Hours: 0, Duties: filing returns, collect and distribute royalties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-25 |
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