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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davidson & Garrard, Inc. | Lynchburg | VA | 10/2009 | 09/2017 |
| Captrust Financial Advisors | Raleigh | NC | 07/2017 | Present |
Stone Sculpting; not investment related; personal residence; artist; started 12/9/23; 8 hours per month; 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-26 |
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