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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-20 |
Branch Locations
330 John Carlyle Street Suite 400, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Washington | DC | 05/2018 | 09/2022 |
| Consumer Technology Association | Arlington | VA | 05/2017 | 05/2018 |
| Consumer Technology Association | Arlington | VA | 05/2014 | 05/2017 |
| Consumer Technology Association | Arlington | VA | 10/2021 | Present |
| Campbell Wealth | Alexandria | VA | 09/2022 | 12/2024 |
| Madison Avenue Securities | San Diego | CA | 09/2022 | 12/2024 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2024 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 12/2024 | Present |
Name: Consumer Technology Association; Investment-Related: No Address: Las Vegas; Nature: Event Planning; Position/Title: Consultant; Start: 1/7/2025; Hours/Month: 32; Hours during Market Hours: 32; Duties: Assist with digital floorplan for tradeshow.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-29 |
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