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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trutina Financial | Bellevue | WA | 08/2019 | 11/2023 |
| Goldbloom Wealth Management | Bellevue | WA | 07/2018 | 08/2019 |
| Ymca | Seattle | WA | 10/2016 | 07/2018 |
| Evergreen Recovery Centers | Everett Washington | WA | 06/2016 | 09/2016 |
| Student | Arlington High School; Univ Of Wash | WA | 01/2011 | 08/2019 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 11/2023 | Present |
1) Name: Associated Builders & Contractors Inc., Address: 1621 114th Ave SE #116, Bellevue, WA 98004, Not Investment Related, Nature: Trade Association, Position/Title: Member, Board of Directors, Start: 10/01/2025, Hours/Month: 4, Hours during Market Hours: 4, Duties: volunteer position serving as a member of the board and chair of the professional development council 2) Name: Sigma Phi Epsilon, Address: 1906 NE 45th ST, Seattle, WA 98105, Not Investment Related, Nature: Private Company, Position/Title: Member, Board of Directors, Start: 08/01/2022, Hours/Month: 20, Hours during Market Hours: 0, Duties: President of the alumni volunteer committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-07 |
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