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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-11 |
Branch Locations
4372 N. Loop 1604W, Suite 116, San Antonio, TX 78249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Covenant Multi-Family Offices, Llc | San Antonio | TX | 07/2013 | 12/2017 |
| Covenant Multi-Family Offices, Llc | San Antonio | TX | 01/2018 | 09/2021 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2021 | Present |
1) Name: Turn 2 Inspire, Address: private residence, Not Investment Related, Nature: youth program for athletes in San Antonio area, Position/Title: Board Member and Officer, Start: 04/01/2025, Hours/Month: 50, Hours during Market Hours: 5, Duties: Help lead a youth program for athletes to improve physical and mental performance on and off the field. I will also be coordinating community giveback events with other nonprofits that support youth in our community with these athletes. 2) Name: Co-Trustee of Grantor Trust, Address: private residence, Not Investment Related, Nature: Trust, Position/Title: Co-Trustee, Start: Upon Grantor death, Hours/Month: 1, Hours during Market Hours: 0, Duties: serve as co-trustee with daughter of Grantor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-26 |
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