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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
740 University Avenue, Sacramento, CA 95825 • United States
1410 Rocky Ridge Drive, Suite 150, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genovese Burford & Brothers | Sacramento | CA | 08/1998 | 01/2021 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 01/2021 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 04/2021 | Present |
1. MAK Financial Services LLC; Investment-Related: No; Address; Holding company; managing member; Start; July 1 2015; Hours/Month: 2; Hours during Market Hours: 2; Duties:?passive, holding company for personal investments 2. Rental Property; Investment-Related: No; private residence; rental property; owner; Start; May 1, 2022; Hours/Month: 1; Hours during Market Hours: 0; Duties:?collect rent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-26 |
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