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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-11 |
Branch Locations
600 Hamilton St. Suite 900, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2016 | 04/2024 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 07/2024 | Present |
Name: Academy Of Notre Dame De Namur Address: 560 Sproul Rd, Villanova, PA 19085 Not Investment Related Nature: Educational Institution Position/Title: Member of an advisory board Start: 08/29/2025 Hours/Month: 5 Hours during Market Hours: 0 Duties: serve as parent representative on the school Investment Committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-06 |
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