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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-03 |
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 |
|---|---|---|---|---|
| Cobbleston Capital Advisors, Llc | Rochester | NY | 04/2010 | 09/2025 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2025 | Present |
Name: St. John Fisher University Address: 3690 East Avenue, Rochester, New York 14618 Not Investment Related Nature: University Position/Title: Adjunct Professor Start: 07/31/2024 Hours/Month: 20 Hours during Market Hours: 0 Duties: teacher
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