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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-25 |
| IN | RA | APPROVED | 2020-05-06 |
Branch Locations
3100 Village Point Ste 200, Chesterton, IN 46304 • United States
Panama City Beach, FL • 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 |
|---|---|---|---|---|
| Lakeside Financial Group | Chesterton | IN | 10/2004 | 05/2020 |
| Lakeside Wealth Management Group, Llc | Chesterton | IN | 03/2006 | 05/2020 |
| First Allied Securities, Inc. | Chesterton | IN | 05/2008 | 05/2020 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2020 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 05/2020 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-26 |
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