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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-10-11 |
Branch Locations
6305 Waterford Blvd., Suite 120, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Covenant Multi-Family Offices, Llc | Oklahoma City | OK | 02/2015 | 09/2021 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2021 | Present |
1. EON PROPERTIES LLC, RESIDENTIAL RENTAL PROPERTY, SINCE 10/01/2020, OWNER, 1 HOUR PER MONTH, NOT INVESTMENT RELATED 2. Licensed Insurance Agent - Selling Life and Health on behalf of my employer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-22 |
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