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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-06 |
| VA | RA | APPROVED | 2024-12-20 |
Branch Locations
330 John Carlyle Street Suite 400, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wolf Group Capital Advisors | Fairfax | VA | 01/2015 | 08/2022 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2024 | Present |
| Campbell Wealth Management, Inc. | Alexandria | VA | 09/2022 | 12/2024 |
| Capfinancial Securities, Llc. | Raleigh | NC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-29 |
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