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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-22 |
| TX | RA | APPROVED | 2025-01-22 |
Branch Locations
600 Hamilton St. Suite 900, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schaefer Industries Inc. | Allentown | PA | 04/2012 | 09/2017 |
| Blue Mountain Resort | Palmerton | PA | 11/2013 | 03/2019 |
| Jetson Specialty Marketing | Kutztown | PA | 05/2018 | 01/2019 |
| Abercrombie And Fitch | Allentown | PA | 06/2018 | 06/2019 |
| Bloomsburg University Of Pennsylvania | Bloomsburg | PA | 09/2014 | 12/2016 |
| Saint Joseph's University | Philadelphia | PA | 01/2017 | 05/2019 |
| The Vanguard Group, Inc. | Malvern | PA | 07/2019 | 08/2021 |
| Fidelity Investments | Merrimack | NH | 09/2021 | 12/2024 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 01/2025 | Present |
CapFinancial Partners LLC, dba Strategic Advisor Group; 600 Hamilton Street, Suite 900, Allentown, PA 18101;01/06/2025; M Securities broker-dealer business; Investment related; 40 hours/month; 10 hours/month during business hours; NRAP
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-30 |
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