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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-31 |
| OH | RA | APPROVED | 2019-05-22 |
Branch Locations
1640 Corporate Woods Circle, Uniontown, OH 44685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Capital Advisors | Uniontown | OH | 02/2002 | 05/2019 |
| Capfinancial Partners, Llc | Raleigh | NC | 05/2019 | Present |
1. Name: TMBV Wellness, LLC dba OsteoStrong Gren, Investment-Related: No., Address: 1840 Town Park Blvd J, Uniontown, OH 44685, Nature: Human Performance Center that increases the strength of the skeletal system, Position/Title: CFO, Start: 03/01/2015, Hours/Month: 5, Hours during Market Hours: 2, Duties: CFO and business advisor. 2. Mario Giganti dba Bullseye Life LLC., Investment-Related: No. Address: private residence Nature: Adjunct Faculty Member to Fi360 and Heath and Wellness Coaching, Position/Title: Consultant and Coach, Trainer Start: 10/01/2003 Hours/Month: 60 Hours during Market Hours: 1 Duties: Teach AIF, AIFA and PPC classes. Consult on presentations, Prudent Investment Practices Handbook, and other related activities for Fi360. Health and Wellness Coaching for OsteoStrong facility. 3. Name: VAMM Properties, LLC, Investment-Related: No., Address: private residence, Nature: Rental Property, Position/Title: Owner/Partner, Start: 08/15/2014, Hours/Month: 5, Hours during Market Hours: 5, Duties: Manage rental property 4.Name: Lake Local School District, Investment-Related: No., Address: 436 King Church Ave SW Uniontown, OH 44685, Nature: school, Position/Title: Varsity Asst Soccer Coach, Start: 08/01/2020, Hours/Month: 30, Hours during Market Hours: 0, Duties: coaching 5. Name: Canton United Soccer Club, Investment-Related: No., Address: 11311 Villa Grande Drive North Royalton, OH 44133, Nature: facilitate soccer games, Position/Title: Club Soccer Coach, Start: 08/01/2013, Hours/Month: 16, Hours during Market Hours: 0, Duties: coaching 6. Name: Center for Board Certified Fiduciaries Investment-Related: No Address: no physical, online at www.c-bcf.com Nature: education Position/Title: Board Member & Instructor Start: 12/15/2020 Hours/Month: 5 Hours during Market Hours: 2 Duties: assist in developing the curriculum (e.g. Investment Fiduciary Process for Wealth Management portfolios), teaching the AIF Program starting 9/1/24.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-22 |
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