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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-29 |
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 |
|---|---|---|---|---|
| Cobblestone Capital Advisors, Llc | Rochester | NY | 02/2020 | 09/2025 |
| Homemaker | Rochester | NY | 11/2019 | 01/2020 |
| Esl Trust Services | Rochester | NY | 03/2015 | 10/2019 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2025 | Present |
Name: Breast Cancer Coalition Of Rochester Inc Address: 1048 University Avenue, Rochester, NY 14607 Not Investment Related Nature: Charitable Institution Position/Title: Board of Directors Start: 06/01/2019 Hours/Month: 3 Hours during Market Hours: 0 Duties: serve on the board as volunteer
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