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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
9709 Lakeside Blvd Ste. 450, The Woodlands, TX 77381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstone Asset Planning Company | Houston | TX | 09/2010 | 06/2017 |
| Capstone Asset Management Company | Houston | TX | 11/2010 | 06/2017 |
| Crossmark Global Investments | Houston | TX | 06/2017 | 05/2018 |
| Hfg Wealth Management, Llc | The Woodlands | TX | 05/2018 | 10/2018 |
| Mercer Global Advisors Inc. | Houston | TX | 10/2018 | 02/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 04/2026 | Present |
Name: Single Mom Scholars- Houston Address: https://houston.singlemomscholars.org/ Not Investment Related Nature: Foundation/Charitable Institution Position/Title: Board Member Start: 01/01/2015 Hours/Month: 1 Hours during Market Hours: 0 Duties: volunteer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-12 |
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