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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-03 |
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 | San Antonio | TX | 08/2015 | 09/2019 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 09/2019 | Present |
Name: Mitchell Lake Audubon Center Address: 10750 Pleasanton Rd, San Antonio, TX 78221 Not Investment Related Nature: Foundation/Charitable Institution Position/Title: Vice President and Advisory Board Member Start: 07/26/2022 Hours/Month: 5 Hours during Market Hours: 2 Duties: serve as volunteer on board
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