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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-11 |
| GA | RA | APPROVED | 2021-04-26 |
Branch Locations
345 Corporate Center Court, Stockbridge, GA 30281 • United States
37 Lagrange Street, Newnan, GA 30263 • United States
2011 Commerce Drive, Peachtree City, GA 30269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 04/2021 |
| Stewardship Financial Advisors Llc | Stockbridge | GA | 03/2015 | 04/2021 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 04/2021 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 04/2021 | Present |
ASSET & RISK MANAGEMENT, LLC; Investment Related; 345 Corporate Center Ct., Stockbridge GA; INSURANCE COMPANY T, START 4/16/21, 1 HOUR PER WEEK - 1 Hour DURING TRADING HOURS, Administrative support.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-17 |
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