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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-12-10 |
| TX | RA | APPROVED | 2024-11-25 |
Branch Locations
255 State Street 6Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Financial Management Llc | Boston | MA | 05/2016 | 11/2024 |
| Capfinancial Parnters Llc (Captrust) | Raleigh | NC | 11/2024 | Present |
Name: American Heritage Museum Address: 568 Main St, Hudson, MA 01749 Not Investment Related Nature: Foundation/Charitable Institution Position/Title: Treasurer, Board of Directors Start: 12/01/2025 Hours/Month: 10 Hours during Market Hours: 8 Duties: Part of my volunteer work will involve raising funds as Committee Chair, Development Committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-26 |
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