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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-05-06 |
Branch Locations
3100 Village Point Ste 200, Chesterton, IN 46304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D/B/A Lakeside Financial Group, Llc | Chesterton | IN | 03/2008 | 05/2020 |
| First Allied Securities, Inc. | Chesterton | IN | 05/2008 | 05/2020 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2020 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 05/2020 | Present |
1. Name: VNA Hospice of Northwest Indiana, Investment-Related: No., Address: private residence, Nature: Non-Profit, Position/Title: Member Board of Directors Treasurer, Start: 09/13/2021, Hours/Month: 6, Hours during Market Hours: 0, Duties: attend meetings, review financials, assist with strategic direction 2. Name: Valparaiso Parks Foundation, Investment-Related: No, Address: 3210 Campbell St, Valparaiso, IN 46385, Nature: non-profit foundation, Position/Title: Volunteer, Board Member, President, Start: 02/14/22, Hours/Month: 6, Hours during Market Hours: 2, Duties: support infrastructure and programming of the Parks Department of the City of Valparaiso 3. Name: VerSchure Private Client, LLC, Address: 3100 Village Point, Ste 200, Chesterton, IN 46383, Not Investment Related, Nature: operating entity to support my activities as a financial advisor with CAPTRUST, Position/Title: Managing Member, Start: 01/01/2015, Hours/Month: 0, Hours during Market Hours: 0, Duties: N/A 4. Name: LWMG, LLC, Address: 3100 Village Point, Ste 200, Chesterton, IN 46383, Not Investment Related, Nature: Holding company for the entity of our prior firm and our CAPTRUST stock, Position/Title: Managing Member, Start: 05/02/2020, Hours/Month: 0, Hours during Market Hours: 0, Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-24 |
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