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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| NC | RA | APPROVED | 2020-02-14 |
| SC | RA | APPROVED | 2020-01-15 |
Branch Locations
1200 Ridgefield Blvd Suite 261, Asheville, NC 28806 • United States
6208 Garners Ferry Rd Suite A, Columbia, SC 29209 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Asheville | NC | 07/2015 | 10/2016 |
| Bank Of America, N.A. | Asheville | NC | 01/2016 | 10/2016 |
| Aspire Private Capital | Cornelius | NC | 03/2017 | 04/2017 |
| Unemployed | Asheville | NC | 10/2016 | 03/2017 |
| W. Wall And Company Inc | Asheville | NC | 06/2017 | 12/2019 |
| Integrated Advisors Network, Llc Dba Capital City | Dallas | TX | 01/2020 | Present |
| Capital City Financial Partners | Asheville | NC | 01/2020 | Present |
Mr. O'Steen is also a tax advisor. Mr. O'Steen spends less than 10 percent of his time acting in that capacity. 2 - Capital City Financial Partners, DBA, Financial Advisor, 40 hours, Investment Related, 1200 Ridgefield Boulevard, Suite 261, Asheville, NC 28806
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-16 |
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