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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-24 |
Branch Locations
40 Wall Street 56Th Floor, New York, NY 10005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 06/2019 | 04/2022 |
| Unemployed | Stockton | NJ | 05/2019 | 06/2019 |
| Gettysburg College | Gettysburg | PA | 08/2015 | 05/2019 |
| Capfinancial Partners, Llc | Raleigh | NC | 05/2022 | Present |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-24 |
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