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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trutina Financial (Dba Of Bellevue Financial) | Bellevue | WA | 08/2007 | 11/2023 |
| Private Client Services Llc. | Louisville | KY | 11/2013 | 11/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 11/2023 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 11/2023 | Present |
1) Name: HAUGE PROPERTIES WA LLC, Address: private residence, Not Investment Related, Nature: rental property owner, Position/Title: Managing Member, Start: 02/01/2013, Hours/Month: 5, Hours during Market Hours: 0, Duties: manage rental property 2) Name: S3 El Dorado, LLC, Address: private residence, Not Investment Related, Nature: real estate property owner, Position/Title: General Member, Start: 05/01/2025, Hours/Month: 5, Hours during Market Hours: 0, Duties: manage property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-03 |
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