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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-02-02 |
Branch Locations
2614 19Th Street South, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Birmingham | AL | 01/2014 | 02/2017 |
| Oneascent Financial Services Llc | Birmingham | AL | 03/2017 | 11/2017 |
| Ameriprise Financial Services, Inc. | Birmingham | AL | 05/2018 | 01/2024 |
| Acme Brick Tile & Stone | Birmingham | AL | 11/2017 | 05/2018 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 01/2024 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 01/2024 | Present |
Happenstance 30a, LLC; 2662 W Co Hwy 30a, Santa Rosa Beach, FL; Not investment related; Started 7/1/2020; 2 hrs per month, 0 during trading; AirBnB property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-17 |
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