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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-17 |
| TX | RA | APPROVED | 2026-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Newport Beach | CA | 02/2014 | 11/2016 |
| Us Marine Corps | Camp Pendleton | CA | 05/2011 | 09/2017 |
| Wells Fargo Clearing Services, Llc | Newport Beach | CA | 11/2016 | 04/2022 |
| Alpha Cubed Investments, Llc | Irvine | CA | 04/2022 | 01/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2026 | Present |
| Capfinancial Securities, Llc. | Raleigh | NC | 01/2026 | Present |
Ramsey Solutions - Investment Related - 275B McCormack Ave Costa Mesa, CA 92626 - Personal Finance class - Class Coordinator - Start date 01/2022 - 8 hours per month - 0 hours during trading hours - Jared is a class coordinator and facilitates class discussions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-16 |
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