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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-07-31 |
Branch Locations
71 South Wacker Drive Suite 3490, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hatteras Capital | Raleigh | NC | 12/2019 | 06/2021 |
| M&T Bank | Baltimore | MD | 06/2016 | 12/2019 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 06/2021 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 06/2021 | Present |
1) Name: Everyone Reading Illinois, Address: 4415 W Harrison St #315, Chicago, IL 60624, Investment Related, Nature: Foundation/Charitable Institution, Position/Title: Treasurer, Board of Directors, Start: 10/31/2025, Hours/Month: 5, Hours during Market Hours: 2, Duties: Treasurer, promoting education around dyslexia 2) Children's Research Fund Junior Board; Investment-Related: No; Address: Nature: Hospital non-profit; Position/Title: Board member Start: 1/1/2025; Hours/Month: 5; Hours during Market Hours: 2; Duties: Host fundraisers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-15 |
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