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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-12-22 |
| TX | RA | APPROVED | 2022-12-22 |
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 Investments, Inc. | Brentwood | TN | 07/2001 | 12/2020 |
| Trustcore Financial Services, Llc | Brentwood | TN | 07/2001 | 12/2022 |
| Capfinancial Securities Llc | Raleigh | NC | 12/2022 | Present |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2022 | Present |
1) GOLDEN GATE UNIVERSITY - NONINVESTMENT RELATED - 536 MISSION STREET SAN FRANCISCO - UNIVERSITY GRADUATE SCHOOL - ADJUNCT PROFESSOR - SINCE 2006 - ROUGHLY 20 HOURS DEVOTED DURING THE MONTH (WHEN IN SESSION) NOT DURING SECURITIES TRADING HOURS - INSTRUCT FI-434 (CASE STUDIES IN FINANCIAL PLANNING) FOR STUDENTS PURSUING A MASTER'S DEGREE IN FINANCE VIA CYBER CAMPUS (ON LINE COURSE) 2)B&B Management Services LLC; Investment-Related: No; Private Residence; Real Estate ; Analyst ; Start;6/4/2001 ; Hours/Month:5 ; Hours during Market Hours: 1; Duties: provide financial analysis, review tax implications
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-07 |
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