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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-15 |
Branch Locations
80 W. Lancaster Ave Suite 230, Devon, PA 19333 • United States
80 W. Lancaster Ave. Suite 230, Devon, PA 19333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-10-09 |
Branch Locations
80 W. Lancaster Ave. Suite 230, Devon, PA 19333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 02/2013 | 09/2018 |
| Stillwater Capital Advisors, Llc. | Devon | PA | 10/2018 | 04/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-07 |
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