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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-02-25 |
Branch Locations
1116 South Main Street, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parsec Financial Management | Asheville | NC | 12/2012 | 12/2021 |
| Parsec Financial Management | Asheville | NC | 01/2022 | 01/2022 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-01 |
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