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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-06-13 |
Branch Locations
3100 Village Point Suite 200, Chesterton, IN 46304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 01/2022 | Present |
| Menards | Portage | IN | 05/2016 | 05/2017 |
| Jack Gray Transport | Gary | IN | 05/2017 | 03/2018 |
| Legacy Professionals Llp | Schererville | IN | 03/2018 | 10/2019 |
| Jackson National Asset Management | Chicago | IL | 12/2019 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-11 |
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