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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 | 01/2009 | 11/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 11/2023 | Present |
1. G&N Holdings LLC; not investment related; PO Box 3392, Redmand WA; Start Date 2/3/21; 0 hours; holding company for real estate, member 2. Rental Property; not investment related; private residence; start date: 4/27/07; 2 hours per month, 0 during trading; owner 3. 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 | 2011-10-13 |
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