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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-05-02 |
| TX | RA | APPROVED_RES | 2023-04-28 |
Branch Locations
701 Carlson Parkway Suite 420, Minnetonka, MN 55305 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Qa Investment Services, Llc | Minnetonka | MN | 11/2007 | 03/2018 |
| Quantitative Advantage, Llc | Minnetonka | MN | 04/2015 | 04/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 04/2023 | Present |
1) Superior Earnout, LLC & SA Aquisition LLC; not investment related; holding company; 10650 Red Circle Dr. suite 303, Minnetonka MN; managing member; started 4/19/23; 1 hour per month; 1 hour during trading 2) Name: University of Northwestern-St. Paul, Address: 3003 Snelling Avenue North, Saint Paul, MN 55113, Not Investment Related, Nature: University, Position/Title: Member, Board of Trustees/Directors, Start: 09/18/2025, Hours/Month: 3, Hours during Market Hours: 3, Duties: serve on board of trustees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-13 |
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