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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-04-13 |
Branch Locations
2375 East Camelback Rd Suite 700, Phoenix, AZ 85016 • 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 |
|---|---|---|---|---|
| Bok Financial / Bank Of Arizona | Scottsdale | AZ | 07/2014 | 04/2018 |
| Mra Associates | Phoenix | AZ | 04/2018 | 11/2020 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-01 |
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