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Captrust CRD 175112
$1.24T regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-04-22 |
| TX | RA | APPROVED | 2015-04-09 |
Branch Locations
4208 Six Forks Road #1700, Raleigh, NC 27609 • 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 |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 04/2015 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 10/2003 | Present |
Name: Bull City Beach Property Investment-Related: No Address: private residence Nature: rental property Position/Title: owner Start: 8-12-24 Hours/Month: 1 Hours during Market Hours: 0 Duties: manage rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-14 |
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