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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-20 |
Branch Locations
330 John Carlyle Street Suite 400, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Alexandria | VA | 05/2012 | 10/2018 |
| Campbell Wealth Managment, Inc. | Alexandria | VA | 04/2012 | 12/2024 |
| Madison Avenue Securities, Llc | San Diego | CA | 10/2018 | 12/2024 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-06 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-25 |
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