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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-12-22 |
Branch Locations
5314 Maryland Way, Ste. 300, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Chicago | IL | 06/2015 | 01/2017 |
| Self Employed | Brentwood | TN | 01/2017 | 11/2020 |
| Unemployed | Brentwood | TN | 12/2020 | 12/2020 |
| Trustcore Financial Services, Llc | Brentwood | TN | 01/2021 | 12/2022 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2022 | Present |
Name: West End Home Foundation; Address: 109 Kener Ave, Nashville, TN, 37205; Investment-Related: Yes; Nature: charitable foundation; Position/Title: Board Member; Start: 1/01/2025; Hours/Month:10; Hours during Market Hours: 2; Duties: quarterly board meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-31 |
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