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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-23 |
Branch Locations
5005 Lbj Freeway, Suite 1313, Dallas, TX 75224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Wealth Management | Dallas | TX | 01/2010 | 05/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-26 |
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