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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Texas Baptist University | Marshall | TX | 08/2015 | 05/2017 |
| Cracker Barrel Old Country Store | Lubbock | TX | 06/2016 | 08/2020 |
| Texas Tech University | Lubbock | TX | 08/2017 | 05/2020 |
| Covenant | Boerne | TX | 08/2020 | 09/2021 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-06 |
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