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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trutina Financial (Dba Of Bellevue Financial) | Bellevue | WA | 07/2005 | 11/2023 |
| Private Client Services Llc. | Louisville | KY | 11/2013 | 11/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 11/2023 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 11/2023 | Present |
Name: MM & GS Holdings, LLC. Address: 10811 Main St. Bellevue WA 98004 Not Investment Related Nature: hold proceeds of sell of prior firm Position/Title: Managing Member Start: 11/16/2023 Hours/Month: 0.5 Hours during Market Hours: 0 Duties: manage LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-16 |
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