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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 |
|---|---|---|---|---|
| Auburn University | Auburn | AL | 05/2016 | 05/2017 |
| Carr, Riggs & Ingram | Nashville | TN | 07/2017 | 07/2019 |
| Fmc Cpas | Nashville | TN | 07/2019 | 11/2020 |
| Carr, Riggs & Ingram | Nashville | TN | 11/2020 | 12/2020 |
| Trustcore Financial Services, Llc | Brentwood | TN | 01/2021 | 12/2022 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2022 | Present |
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