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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-05-16 |
Branch Locations
10 South Jefferson St. #1210, Roanoke, VA 24011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Catawba Capital Management | Roanoke | VA | 01/2003 | 12/2018 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 05/2018 | Present |
Name: Clickworker.com Inc Address: private residence Not Investment Related Nature: AI Training Position/Title: 1099 Contractor/Independent Contractor Start: 08/09/2025 Hours/Month: 48 Hours during Market Hours: 0 Duties: AI training, editing, and proofreading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-19 |
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