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1500 Town Side Drive Suite 201, Apex, NC 27502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-25 |
Branch Locations
1500 Town Side Drive Suite 201, Apex, NC 27502 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Financial And Insurance, Llc | Apex | NC | 08/2024 | Present |
| Zunzibar | Savannah | GA | 08/2022 | 08/2024 |
| Duckworth'S | Charlotte | NC | 03/2018 | 08/2022 |
| In College | Charlotte | NC | 08/2013 | 03/2018 |
Capital Financial & Insurance, LLC - Insurance sales agent. 1500 Town Side Drive, Suite 201 Apex, NC 27502, start date 08/2024. Insurance and annuity sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-06 |
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