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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, L.L.C. | Bellevue | WA | 08/2014 | 11/2023 |
| Private Client Services | Louisville | KY | 10/2014 | 11/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 11/2023 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 11/2023 | Present |
Rental Property; not investment related; private residence; Start date: 1/1/23; .5 hours monthly, 0 during trading; own/maintain rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-18 |
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