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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-24 |
Branch Locations
770 First Avenue Suite 250, San Diego, CA 92101 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated( | San Diego | CA | 06/2020 | 02/2022 |
| Bank Of America N.A. | San Diego | CA | 02/2022 | 08/2023 |
| Pruco Securities Llc | San Diego | CA | 10/2023 | 11/2024 |
| Lpl Enterprise, Llc | San Diego | CA | 11/2024 | 12/2024 |
| Unemployed | San Diego | CA | 01/2025 | 08/2025 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2025 | Present |
| Us Navy | Washington | DC | 08/1999 | 06/2020 |
SHARP CORONADO HOSPITAL FOUNDATION POSITION: Treasurer and Board of Director NATURE: Healthcare and Social Assistance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2022 ADDRESS: 250 Prospect Place, Coronado CA 92118 DESCRIPTION: Golf Tournament Fundraising Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-02 |
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