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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-11 |
Branch Locations
4372 N. Loop 1604W, Suite 116, San Antonio, TX 78249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Covenant Multi-Family Offices, Llc | San Antonio | TX | 07/2013 | 01/2018 |
| Covenant Multi-Family Offices, Llc | San Antonio | TX | 01/2018 | 09/2021 |
| Capfinancial Partners, Llc. | Raleigh | NC | 09/2021 | Present |
Member of the Finance Committee for The DoSeum, a Museum for Kids in San Antonio, TX. This role involves reviewing the financial and investment related activity of the organization. The address is 2800 Broadway, San Antonio, TX 78209. I began in this role in February of 2019. I spend approximately 3 hours per month in the role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-17 |
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