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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-05 |
| TX | RA | APPROVED_RES | 2021-01-21 |
| PA | RA | APPROVED | 2021-01-20 |
Branch Locations
437 Grant Street, Suite 450, Pittsburgh, PA 15219 • United States
542 Rugh Street Suite 1000, Greensburg, PA 15601 • 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 |
|---|---|---|---|---|
| Private Wealth Advisors, Inc. | Pittsburgh | PA | 06/2015 | 01/2021 |
| Pwa Securities, Inc. | Pittsburgh | PA | 06/2015 | 12/2018 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2021 | Present |
1) MSS GREENSBURG PARTNERSHIP - NOT INVESTMENT RELATED - 4900 PERRY HIGHWAY, STE 300, PITTSBURGH, PA 15229 - PROPERTY OWNERSHIP - OWNER - START DATE: 1/23/2006 - 0 HOURS/MONTH, 0 HOURS DURING BUSINESS/TRADING HOURS - DUTIES: OWNER 2) Name: St. Vincent College, Address: 300 Fraser Purchase Rd, Latrobe PA 15650, Not Investment Related, Nature: Educational Institution, Position/Title: Member, Board of Directors, Start: 12/03/2025, Hours/Month: 2, Hours during Market Hours: 2, Duties: volunteer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-07 |
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