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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-09-16 |
Branch Locations
600 Hamilton Street Suite 900, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holding Securities, Inc. | Portland | OR | 03/2012 | Present |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 08/2015 | Present |
1) Nica Nadadores, Inc.; 1289 Orange Street, Wilmington, DE 19801; 07/2014; VP & Treasurer; Non-profit corporation trust center; Not Investment Related; 20 hours/month; 0 hours/month during business hours; No Compensation. 2) Strategic Advisor Group; 600 Hamilton Street, Suite 900, Allentown, PA 18101; 08/01/2015; Financial Advisor; Financial advising and client service; Investment Related; 150 hours/month; 150 hours/month during business hours; Expense Reimbursement, Ownership, Wages/Salary/Tips.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-11 |
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