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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-01-25 |
Branch Locations
One Liberty Square 13Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rinet Company, Llc | Boston | MA | 08/2004 | 12/2021 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 12/2021 | Present |
1. Name: Kathaleen Coelho Investment-Related: No. Address: private residence Nature: rental income Position/Title: rental property owner Start: 09/01/1983 Hours/Month: 2 Hours during Market Hours: 0 Duties: property management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-13 |
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