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2600 N. Reynolds Road Suite 103B, Toledo, OH 43615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-16 |
| MI | RA | APPROVED | 2024-12-16 |
| AZ | RA | APPROVED | 2021-07-12 |
| NC | RA | APPROVED | 2021-04-14 |
| GA | RA | APPROVED | 2021-03-31 |
| IN | RA | APPROVED | 2021-03-24 |
| OH | RA | APPROVED | 2021-03-19 |
Branch Locations
2600 N. Reynolds Road Suite 103B, Toledo, OH 43615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunrift Capital Partners Llc | Plainfield | IN | 03/2019 | 06/2021 |
| Capaverill Ii & Associates | Toledo | OH | 09/2001 | Present |
| The Bottom Line Wealth Management Ltd. | Toledo | OH | 02/2021 | Present |
| Retirement Income Consultants | Toledo | OH | 09/2001 | Present |
| Sunrift Capital Partners Llc | Plainfield | IN | 07/2021 | Present |
CAPAVERILL II & ASSOCIATES; VP/INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES AND SERVICES; TOLEDO, OH; START 09/2001; APPROXIMATELY 160 HOURS SPENT PER MONTH; 130 HOURS DURING TRADING. Retirement Income Consultants; Toledo, OH; Investment Related; Insurance Agent; Fixed Insurance Sales; Approximately 40 hours per month spent; Approximately 30 hours spent during security trading hours. SUNRIFT CAPITAL PARTNERS, LLC; INV RELATED; INVESTMENT ADVISOR REPRESENTATIVE; PLAINFIELD, IN; START 07/2021; WILL MAINTAIN REGISTRATION AS A SOLICITOR AS PER THE REQUIREMENTS FOR NORTH CAROLINA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-13 |
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