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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-29 |
Branch Locations
5005 Lbj Freeway, Suite 1313, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Covenant | Dallas | TX | 04/2021 | 09/2021 |
| Unemployed | Farmers Branch | TX | 10/2020 | 04/2021 |
| Pioneer Natural Resources | Irving | TX | 06/2013 | 10/2020 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-29 |
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