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Account
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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-12-21 |
| TX | RA | APPROVED | 2022-12-21 |
Branch Locations
5314 Maryland Way, Ste. 300, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustcore | Brentwood | TN | 09/2008 | 12/2022 |
| Capfinancial Securities Llc | Raleigh | NC | 12/2022 | Present |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2022 | Present |
1) SELF-EMPLOYED, Address: Private residence, SINCE MAY 2015, OWNER OF RENTAL PROPERTY, INCOME VARIES MONTHLY, RENTAL RATE IS LESS THAN $3000 PER MONTH, 1 HOUR PER MONTH DURING REGULAR MARKET HOURS, NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-01 |
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