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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-20 |
Branch Locations
500 Linden Oaks Suite 210, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Rochester | Rochester | NY | 08/2014 | 08/2017 |
| Cobblestone Capital Advisors, Llc | Rochester | NY | 08/2017 | 09/2025 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2025 | Present |
Name: Daystar Kids Address: 700 Lac De Ville Blvd, Rochester, NY 14618 Not Investment Related Nature: Pediatric Complex Care and Learning Center Position/Title: Board of Directors Start: 04/01/2018 Hours/Month: 3 Hours during Market Hours: 1 Duties: chair the investment committee of the endowment
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