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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-05-17 |
Branch Locations
1640 Corporate Woods Circle, Uniontown, OH 44685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Capital Advisors | Uniontown | OH | 08/2015 | 05/2019 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2019 | Present |
Name: Amanda Bernier, Investment-Related: No., Address: private residence, Nature: Rental Income, Position/Title: Owner, Start: 03/05/2015, Hours/Month: 2, Hours during Market Hours: 0, Duties: property management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-20 |
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