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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-06-23 |
| TX | RA | APPROVED | 2023-06-23 |
Branch Locations
5005 Lbj Freeway, Suite 1313, Dallas, TX 75224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Wealth Investment Advisors Llc | Dallas | TX | 02/2005 | 05/2023 |
| Southern Wealth Management, Llp | Dallas | TX | 03/2005 | 05/2023 |
| M Holdings Securities, Inc. | Portland | OR | 01/2008 | 10/2018 |
| Southern Wealth Securities, Llc | Dallas | TX | 11/2017 | 06/2024 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2023 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 01/2024 | Present |
Bear Partners SA LLP; Not investment related; 1826 N Loop 1604, San Antonio, TX; Holding company; started 3/26/23; 1 hour per month; 1 hour during trading; partner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-02-29 |
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