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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-08-22 |
| MO | RA | APPROVED | 2022-08-19 |
Branch Locations
4200 W 115Th Street, Suite 210, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frontier Wealth Management Llc | Kansas City | MO | 08/2014 | 07/2022 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 07/2022 | Present |
1. ResiView; Investment-Related: No; Private residence; Software ; General Partner ; Start; 1/1/21; Hours/Month: 40; Hours during Market Hours:0 ; Duties: start up activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-12 |
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