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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-27 |
Branch Locations
4010 W. Boy Scout Blvd. Suite 725, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Weehawken | NJ | 10/2006 | 06/2018 |
| Ubs Financial Services Inc | Weehaken | NJ | 07/2018 | 06/2022 |
| Suncoast Equity Management, Llc | Tampa | FL | 06/2022 | 01/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2026 | Present |
1) NOBLE CRUST WESLEY CHAPEL, LLC; 28330 Paseo Dr, #190, Wesley Chapel, FL 33543; Full service restaurant and bar; Proprietor/owner; I am a one third owner of this family business with no day to day responsibilities; 1/1/2017; Business hours per month: No NOBLE CRUST CARROLLWOOD, LLC; 11618 Dale Mabry Hwy, Tampa, Hillsborough, FL 33618; Full service restaurant and bar; Proprietor/owner; As an investor and owner; 7/1/2017; Business hours per month: No 2) NOBLE CRUST LLC; ST. PETERSBURG, FL; FULL SERVICE RESTAURANT AND BAR; OWNER/INVESTOR; 2014; BUSINESS HOURS PER MONTH: NO 3) FIRST DOWN PROPERTY HOLDINGS, LLC; 401 83rd Ave N, St. Petersburg, FL 33702; Real Estate Holding Company; Other; owner of LLC; Investor; 2/14/2014; Business hours per month: No 4) NOBLE CRUST PROPERTY HOLDING LLC; 8300 4th St. N, St. Petersburg, FL 33702; Real estate holding company; Partner; Investor; 1/31/2014; Business hours per month: No // NOBLE CRUST LLC; 8300 4th St. N, St. Petersburg, FL 33702; Restaurant; Partner; Investor/spouse is bookkeeper; 1/31/2014; Business hours per month: No 5) NOBLE TAVERN, LLC.; 1650 Central Ave. St. Petersburg, FL 33712; FULL SERVICE RESTAURANT AND BAR; Managing Member/Officer; 1/1/2026; BUSINESS HOURS PER MONTH: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-28 |
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