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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-23 |
Branch Locations
2010 Crow Canyon Place Ste. 210, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 10/2023 | Present |
| Timber Creek At The Lodge Sun City Roseville | Roseville | CA | 04/2012 | 12/2022 |
| Schooling At Uc Berkeley - Ba Degree | Berkeley | CA | 12/2022 | 12/2023 |
the name of the other business: Expansive Consulting whether the business is investment-related: Non-related the address of the other business: 5272 star dance circle, Roseville CA the nature of the other business: Consulting on collectables your position: Owner title, or relationship with the other business: Not active the start date of your relationship: 04/01/2023 the approximate number of hours/month you devote to the other business: 0 the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: Nothing at this time. Help find collectables.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-19 |
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