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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
5005 Lbj Freeway, Suite 1313, Dallas, TX 75224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Wealth Management Llp | Dallas | TX | 03/2005 | 05/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2023 | Present |
1. One More Ministries, Not investment related, 501 (C)(3) that raises money for adoption grants, Co-Founder and Treasurer, Since 6/2017, 1 Hour per month. 2. Bear Partners SA LLP; Not investment related; 1826 N Loop 1604, San Antonio, TX; Holding company; started 5/26/23; 1 hour per month; 1 hour during trading; partner 3. Name: A&T Family Foundation, Address: 4275 Panoramic View Dr, Maryville, TN 37804, Not Investment Related, Nature: family foundation, Position/Title: Board of Directors, Start: 02/17/2025, Hours/Month: 1, Hours during Market Hours: 0, Duties: help provide guidance and oversight on financial requisites of the Foundation, as well as review grant applications
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-02 |
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