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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-14 |
Branch Locations
225 State Street 6Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 08/2016 | 04/2019 |
| Commonwealth Financial Network | Waltham | MA | 06/2019 | 01/2025 |
| Financial Foundations | Westborough | MA | 05/2019 | 01/2025 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-04 |
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