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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Kresko Holdings, Inc. Dba Eggerss Capital Management | San Antonio | TX | 01/2010 | 12/2019 |
| Covenant Multifamily Offices, Llc | San Antonio | TX | 05/2019 | 11/2021 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2021 | Present |
Name: Karl Eggerss Investment-Related: No. Address: private residence Nature: rental income Position/Title: rental property owner through Eggerss Properties LLC Start: 10/28/2013 Hours/Month: 2 Hours during Market Hours: 0 Duties: property management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-12 |
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