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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Wealth Partners, Llc | Las Vegas | NV | 09/2019 | 05/2020 |
| National Wealth Partners Llc | Las Vegas | NV | 05/2019 | 05/2020 |
| Wind River Systems | Alameda | CA | 10/2005 | 07/2018 |
| Bangerter Financial Services, Inc. | Roseville | CA | 08/2021 | 02/2023 |
| Bangerter Financial Services, Inc. | Roseville | CA | 07/2021 | 02/2023 |
| Pm Life Investment, Inc. | Roseville | CA | 08/2017 | 09/2023 |
| Enformion-Confi-Chek | Sacramento | CA | 05/2020 | 04/2021 |
| Concorde Investment Services, Llc | Livonia | MI | 07/2021 | 02/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 09/2023 | Present |
| Self Employed | Roseville | CA | 02/2023 | 09/2023 |
| Self Employed | Roseville | CA | 04/2021 | 07/2021 |
| Self Employed | Roseville | CA | 07/2018 | 05/2019 |
PM Life Investment Inc; not investment related; private residence; Personal investments and self-employment; Started 7.1.17; 8 hours per month; 0 during trading hours; rental income, digital marketing, Notary Public
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-26 |
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