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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-07 |
Branch Locations
700 N. St. Mary's Street Suite 100, San Antonio, TX 78205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Texas Money Management, Ltd. | San Antonio | TX | 04/2009 | 09/2019 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 09/2019 | Present |
1) Name: Child Advocates San Antonio, Address: 1956 S WW White Rd, San Antonio TX 78222, Not Investment Related, Nature: advocacy group, Position/Title: Board Member, Start: 04/01/2014, Hours/Month: 3, Hours during Market Hours: 2.5. Duties: attend monthly finance committee meetings 2) Name: Christine Lecholop, Address: private residence, Not Investment Related, Nature: Rental Income, Position/Title: Managing Member, Start: 02/01/2014, Hours/Month: 3, Hours during Market Hours: 0, Duties: rental property management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-17 |
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