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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-10-16 |
Branch Locations
9100 Keystone Crossing Suite 700, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Column Capital Advisors, Llc | Indianapolis | IN | 07/2020 | 10/2023 |
| Kpmg, Llp | Indianapolis | IN | 09/2017 | 07/2020 |
| Indiana University | Bloomington | IN | 08/2013 | 05/2017 |
| Unemployed | Indianapolis | IN | 05/2017 | 09/2017 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 10/2023 | Present |
1) Name: National Junior Tennis & Learning of Indianapolis, Address: 1310 E. 96th Street. Suite 100, Indianapolis, IN 46240, Not Investment Related, Nature: Foundation/Charitable Institution, Position/Title: Treasurer and Board Member, Start: 06/01/2022, Hours/Month: 4, Hours during Market Hours: 0, Duties: serve as volunteer on board 2) Name: Financial Planning Association of Indiana, Address: N/A, Not Investment Related, Nature: industry association, Position/Title: Treasurer and Advisory Board Member, Start: 06/01/2022, Hours/Month: 4, Hours during Market Hours: 2, Duties: serve as volunteer on board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-22 |
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