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3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-28 |
Branch Locations
3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States
301 Hillsborough Street Suite 920, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Captrust Financial Advisors | Raleigh | NC | 08/2011 | 04/2018 |
| Capfinancial Securities, Llc. | Raleigh | NC | 08/2011 | 04/2018 |
| Balentine, Llc | Raleigh | NC | 05/2018 | Present |
Name of Outside Business Organization: SURV Triangle LLC; Investment-related: Yes; Address of Business: 3900 Barrett Drive, Raleigh, NC 27609; Nature of Business: Home Services; Position, Title, Association: Board Member; Start Date of Relationship: 1/26/2024; Number of Hours Devoted: 5 hours monthly; Number of Hours Devoted During Trading Hours: 0; Duties: Investor/Board Member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-28 |
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