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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-31 |
| VA | RA | APPROVED | 2017-09-27 |
Branch Locations
925 Main Street, Suite 200, Lynchburg, VA 24504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davidson & Garrard, Inc. | Lynchburg | VA | 11/2005 | 09/2017 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 07/2017 | Present |
1) Virginia Episcopal School; not investment related; 400 VES Road Lynchburg, VA; school; board member; Start: 7/1/2022; Hours/Month:15 ; Hours during Market Hours:5 ; Duties: General board member/trustee serving on the Finance and Trustees sub-committees. 2) Name: Boonsboro Country Club, Address: 1709 Bcc Dr, Lynchburg, VA 24503, Not Investment Related, Nature: Country Club, Position/Title: Board of Trustees, Start: 03/18/2025, Hours/Month: 4, Hours during Market Hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-06 |
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