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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-19 |
| GA | RA | APPROVED | 2019-04-30 |
Branch Locations
2500 Northwinds Pkwy #250, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiduciaryvest Llc | Atlanta | GA | 01/2015 | 03/2019 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 03/2019 | Present |
(1) Name: Congregation Beth Israel Investment-Related: No. Address: 795 Brannon Road Cumming, GA 30041, Nature: synagogue Position/Title: President, Start: 02/11/2021 Hours/Month: 5 Hours during Market Hours: 1, Duties: establishment of a legacy gifts program so congregants can formalize their charitable intentions with the synagogue.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-13 |
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