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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-04 |
| TX | RA | APPROVED | 2026-04-19 |
Branch Locations
400 N. Tampa Street Suite 1800, Tampa, FL 33602 • 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 |
|---|---|---|---|---|
| Suntrust Bank | Tampa | FL | 12/2010 | 04/2026 |
| Suntrust Investment Services,Inc | Atlanta | GA | 04/2012 | 04/2026 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 04/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 04/2026 | Present |
| Capfinancial Securities, Llc. | Raleigh | NC | 04/2026 | Present |
1. REAL ESTATE HOLDING COMPANIES: WMS INVESTMENTS, PLATT STREET HOLDINGS & MY ANGEL FUND 1. Family real estate holding companies where husband is Manager handling all duties and responsibilities. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 No personal responsibilities. JOINT TENANT NATURE: HOME RENTAL THAT MY HUSBAND, DARRELL WILLIAMS, AND I OWN IN OUR PERSONAL NAME TO A TENANT. THE HOME IS LOCATED AT 503 SUWANEE CIR, TAMPA, FL 33606. INVESTMENT RELATED: No NUMBER OF HOURS=0 SECURITIES TRADING HOURS=0 ADDRESS:503 SUWANEE CIR , TAMPA FL DESCRIPTION: LANDLORD DUTIES INCLUDE: 1. SIGN LEASE,2. ENSURE TENANT HAS OBTAINED RENTAL LIABILITY INSURANCE COVERAGE, 3. GIVE ACCESS TO HOME, 4. COLLECT RENT, 5.ENSURE TENANT MAINTAINS HOME PER LEASE AGREEMENT, 6.ASSIST TENANT AS NEEDED WITH ANY REPAIR OR MAINTENANCE ISSUES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-03-16 |
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