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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-04-19 |
Branch Locations
One Liberty Square 13Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 06/2022 | Present |
| Informa Investment Solutions | Raleigh | NC | 10/2000 | 07/2017 |
| Family Office Managment Services / Alapocas Investment Partners | Beverly | MA | 08/2017 | 06/2022 |
1. Diversity.com; Investment-Related: No; 293 Grant Park Place SE, Atlanta GA; Employment ; Bookkeeper ; Start; 11/17/2017; Hours/Month: 20; Hours during Market Hours:0 ; Duties: Managing the financials 2. Nikki's Financial Services; Investment-Related: Yes; Private Residence; Tax & Insurance ; owner ; Start; 8/31/2016; Hours/Month: 5; Hours during Market Hours:0 ; Duties: Consulting 3. Rental Property; Investment-Related: No; Private Residence; Property ; Owner ; Start;9/30/2004 ; Hours/Month:5 ; Hours during Market Hours:0 ; Duties: Manage rental property 4.Board of Elections, not investment related, Poll Worker, Warden, start date 11/7/23, 15 hours per election, 15 hour during trading, Open/Close Polling place, vote tally
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-04 |
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