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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2024 | Present |
| Capfinancial Securities, Llc. | Raleigh | NC | 09/2024 | Present |
| City Of Waco | Waco | TX | 01/2020 | 02/2024 |
| Texas Tech University | Sacramento | CA | 02/2024 | 09/2024 |
| H-E-B | Waco | TX | 07/2019 | 01/2020 |
| Asucd Coffee House | Davis | CA | 06/2018 | 06/2019 |
| Sb Nation | San Diego | CA | 02/2014 | 06/2019 |
| Starbucks | Oceanside | CA | 07/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-17 |
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