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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-22 |
Branch Locations
5314 Maryland Way Suite 300, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustcore | Brentwood | TN | 12/2013 | 03/2020 |
| Trustcore | Brentwood | TN | 03/2020 | 12/2022 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2022 | 06/2023 |
| Lpl Financial At Legends Bank | Clarksville | TN | 10/2024 | 09/2025 |
| Lpl Financial | Clarksville | TN | 12/2024 | 09/2025 |
| Unemployed | Clarksville | TN | 06/2023 | 10/2024 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2025 | Present |
| Capfinancial Securities, Llc. | Raleigh | NC | 09/2025 | Present |
Name: Creekview Village Homeowners Association Address: 1136 Channelview Ct, Clarksville TN 37040 Not Investment Related Nature: HOA Board Position/Title: Member, Board of Directors Start: 01/01/2020 Hours/Month: 2 Hours during Market Hours: 1 Duties: serve as member of the HOA board
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-16 |
| S66 | Uniform Combined State Law Examination | 2015-02-11 |
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