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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-08-19 |
Branch Locations
701 Carlson Parkway Suite 420, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 05/2025 | Present |
| Student | Duluth | MN | 09/2021 | 05/2025 |
| Fiat Wealth Management | Wayzata | MN | 05/2023 | 05/2025 |
| Mt. Royal Market | Duluth | MN | 06/2024 | 05/2025 |
| Duluth Entertainment Convention Center | Duluth | MN | 08/2022 | 08/2023 |
| Mn Strong | Minnetonka | MN | 05/2022 | 08/2022 |
| Cov Wayzata | Wayzata | MN | 06/2019 | 08/2023 |
| Delano Area Sports Arena | Delano | MN | 09/2017 | 08/2021 |
| Unemployed | Delano | MN | 01/2015 | 09/2017 |
Name: Team Sota, Address: 807 Broadway St NE Minneapolis, MN 55413, Not Investment Related, Nature: volleyball team, Position/Title: Coach, Start: 11/01/2025, Hours/Month: 30, Hours during Market Hours: 0, Duties: coach
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-19 |
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