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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-04 |
Branch Locations
1001 Mckinney St., Suite 1730, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 02/2023 | Present |
| Monroe Vos Consulting | Houston | TX | 08/2021 | 02/2023 |
| University Of Houston | Houston | TX | 02/2013 | 08/2021 |
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