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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 |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Falls Church | VA | 07/2014 | 05/2020 |
| Usaa Financial Planning Services | Falls Church | VA | 07/2014 | 05/2020 |
| Usaa Investment Management Company | Falls Church | VA | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Alexandria | VA | 05/2020 | 01/2024 |
| Charles Schwab Bank, Ssb | Alexandria | VA | 05/2020 | 01/2024 |
| Unemployed | Richmond | VA | 01/2024 | 05/2024 |
| Madison Avenue Securities | San Diego | CA | 06/2024 | 12/2024 |
| Campbell Wealth Management | Alexandria | VA | 06/2024 | 12/2024 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2024 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 12/2024 | Present |
Name: No Business Entity Address: private residence Not Investment Related Nature: rental income from real estate Position/Title: Owner Start: 06/01/2025 Hours/Month: 10 Hours during Market Hours: 4 Duties: manage property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-19 |
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