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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-04 |
Branch Locations
One Liberty Square 13Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2025 | Present |
| Salena Restaurant | Plymouth | MA | 08/2025 | 09/2025 |
| Extended Travel | Plymouth | MA | 05/2025 | 07/2025 |
| University Of Massachusetts Amherst | Amherst | MA | 08/2021 | 05/2025 |
| Jersey Mikes | Hadley | MA | 02/2025 | 05/2025 |
| Haemonetics | Boston | MA | 06/2024 | 08/2024 |
| Captain John Boats | Plymouth | MA | 05/2022 | 09/2023 |
| Shp Financial | Plymouth | MA | 05/2023 | 08/2023 |
| White Lion Brewing Co | Amherst | MA | 10/2024 | 12/2024 |
| Proof 22 | Plymouth | MA | 12/2021 | 04/2022 |
| Eastern Bank | Plymouth | MA | 10/2020 | 08/2021 |
| Plymouth North High School | Plymouth | MA | 08/2017 | 05/2021 |
| Sauchuk's Farm | Plympton | MA | 09/2018 | 11/2019 |
| Itzaparty | Plymouth | MA | 09/2020 | 04/2021 |
| Unemployed | Plymouth | MA | 03/2020 | 09/2020 |
| Skyzone | Kingston | MA | 12/2019 | 03/2020 |
| Chick-Fil-A | Plymouth | MA | 05/2019 | 09/2019 |
| Unemployed | Plymouth | MA | 09/2021 | 11/2021 |
| Unemployed | Plymouth | MA | 10/2023 | 05/2024 |
| Unemployed | Plymouth | MA | 08/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-01 |
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