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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-03 |
Branch Locations
4700 Falls Of Neuse Rd Suite 440, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Captrust Financial Advisors | Raleigh | NC | 05/2011 | 03/2018 |
| Capfinancial Securities, Llc. | Raleigh | NC | 10/2015 | 03/2018 |
| Prospera Financial Services | Dallas | TX | 02/2026 | Present |
| White Oaks Wealth Partners | Raleigh | NC | 10/2024 | 06/2025 |
| Noom, Inc. | New York | NY | 12/2018 | 03/2021 |
| Advaita Integrative Medicine | Raleigh | NC | 09/2019 | 12/2022 |
| University Of Nc At Chapel Hill - Student Wellness Dept. | Chapel Hill | NC | 03/2021 | 06/2022 |
| Counseling Choices Llc | Raleigh | NC | 09/2022 | 03/2025 |
| Ch Wellness Llc | Raleigh | NC | 10/2023 | Present |
| Unemployed | Raleigh | NC | 04/2018 | 12/2018 |
CH Wellness LLC; Investment Related - No; 6415 Wellness LLC - Online; Coaching; Owner; 02/2026; 4 Hour Per Month; 0 During Trading Hours; Meet with clients to set goals and wellness plans, basic instruction on wellness and nutrition.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-03 |
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