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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-24 |
Branch Locations
115 Wild Basin Road S. #225, Austin, TX 78746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2018 | 05/2019 |
| Medalist Capital | Raleigh | NC | 05/2017 | 08/2017 |
| Postmates | Raleigh | NC | 12/2016 | 11/2019 |
| University Of North Carolina Chapel Hill | Chapel Hill | NC | 08/2014 | 05/2018 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-05 |
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