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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-11-05 |
| TX | RA | APPROVED | 2021-11-05 |
Branch Locations
6465 Greenwood Plaza Blvd Suite 350, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. H. Ellwood & Associates, Inc. | Greenwood Village | CO | 06/2016 | 10/2021 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 10/2021 | Present |
1) Name: Paul Schreder Family Access Trust, Investment-Related: No Address: Private Residence Nature: Family trust for receipt of lease payments. Position/Title: Start: 2.29.2024, Trustee Hours/Month: 0 Hours during Market Hours: 0 Duties: passive 2) Name: The Friendship Bridge, Address: 405 Urban Street, Suite 140, Lakewood, CO 80228, Not Investment Related, Nature: Foundation/Charitable Institution, Position/Title: Board of Directors, Start: 12/12/2025, Hours/Month: 4, Hours during Market Hours: 0, Duties: volunteer
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