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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-02-09 |
Branch Locations
7500 College Blvd Suite 1212, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Demarche Associates, Inc. | Overland Park | KS | 10/2012 | 12/2016 |
| Creative Planning | Leawood | KS | 01/2017 | 09/2017 |
| Meritage Portfolio Management, Inc. | Overland Park | KS | 09/2017 | 12/2025 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-10-28 |
| S65 | Uniform Investment Adviser Law Examination | 2010-05-01 |
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