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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-03 |
Branch Locations
8816 Six Forks Road Suite 301, Raleigh, NC 27615 • United States
Durham, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The French Financial Firm, Llc | Durham | NC | 03/2003 | Present |
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 05/2018 | 11/2025 |
| The Potter Financial Group | Durham | NC | 05/2018 | 11/2025 |
| Osaic | Raleigh | NC | 11/2025 | Present |
CAPITAL FINANCIAL SOLUTIONS POSITION: registered representative NATURE: dba for securities, insurance and fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/03/2025 ADDRESS: 8816 Six Forks Road, Suite 301, Raleigh NC 27615, United States DESCRIPTION: selling/servicing clients for securities, insurance and fixed annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-15 |
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